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2015-2016 Membership Application Training
Member Services,
United Way NCA
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I. 2015-2016 Membership Eligibility Criteria
II. Membership Process and Timeline
III. Online Application
IV. Questions
Today’s Agenda
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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
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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
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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
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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
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Online Application: Overview
• Logging In
• What’s New for 2015
• What’s returning from 2014
• Required Documents
• Common Mistakes To Avoid
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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
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Online Application: Logging In
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Online Application: Logging In
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Online Application: First Glance
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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?
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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
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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!
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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
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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
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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
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Online Application: Revenue & Overhead Percentage
(Management & General Expenses + Fundraising Expenses) X 100 = Overhead % Total Revenue
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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.
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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)
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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