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

Member Services:

Phone: 703-549-4448 (Option 1) Fax: 202-261-2622

Email: membership@uwnca.org