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Annual Recertification January 2011

Annual Recertification January 2011. Overview. Purpose of Recertification Packet Outline Section 1: Community Shares and PFC Campaigns Section 2: CCC and DECC Campaigns Section 3: CFC Campaign Due Dates Resources. Recertification Purpose .

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Annual Recertification January 2011

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  1. Annual RecertificationJanuary 2011

  2. Overview • Purpose of Recertification Packet • Outline • Section 1: Community Shares and PFC Campaigns • Section 2: CCC and DECC Campaigns • Section 3: CFC Campaign • Due Dates • Resources

  3. Recertification Purpose • Allows us to apply on your behalf to the combined campaigns: • Combined Federal Campaign (6 different federal regions)- federal and military employees • Denver Employees Combined Campaign- city and county of Denver employees • Colorado Combined Campaign- state employees Note: Combined Campaigns account for anywhere between 40% - 60% of the campaign total each year.

  4. Recertification Purpose, continued • Renews your membership with Community Shares • Verifies your good standing as a nonprofit in this community • Helps us tell your mission, accomplishments and outcomes comprehensively

  5. Outline of Packet • Section 1: Community Shares and PFC Workplace Giving Campaigns • Section 2: CCC and DECC Campaigns • Section 3: CFC Campaigns- local and adjacent • Each section builds on the next, e.g. the documents that are required in Section 1 are also required for Sections 2 and 3. Only one copy of each attachment is required.

  6. Section 1: Community Shares and PFC Campaigns

  7. Membership Renewal • Tips: • Legal Name of Organization vs. DBA Name • Legal Name will be used for IRS verification – be sure it’s complete. You can find it on your IRS verification letter. • If you have a DBA Name, you must submit verifying paperwork that you are legally eligible to operate under that DBA Name

  8. Membership Renewal • Tips: • 25-Word Description • Every organization in a combined campaign need a 25-word description for the paper brochure and online directories. • You have limited space to tell workplace giving donors what you do best and why they should support you. • You don’t have to use complete sentences • Use action language • Connect the potential donor with the effect their donation will have on the clients you serve • No “creative hyphenations,” italics or capitalizations, per the CFC • Your name and contact info will be listed just above your 25-word description. There is no need to include that information in in your 25-word description.

  9. Membership Agreement • Type in agency name at top • Check boxes at bottom • Have ED sign & date • Be sure to read the agreement so you know what you’re agreeing to!

  10. Participation Statement This statement will become a part of annual recertification. Participation is focused on marketing your nonprofit, current campaign and opening new campaigns.

  11. Excellence Standards Questions 1 – 4: Taken directly from the Colorado Common Grant Application – copy & paste Question 5: Describe the ways your organization is accomplishing its goals in a way unique from your peers Question 6 – 8 check the boxes that apply and note any changes made since you filled this out last year. Particularly any changes you’ve made due to Community Shares asking for this criteria Governance Policies, Principles, and Practices: Check the boxes and let us know about any changes Financial Information: Taken directly from the Colorado Common Grant form so you can copy & paste

  12. Section 1 Attachments • IRS 990 dated no later than June 30, 2009 • Financial Statements with same FYE as 990 • Annual Report with same FYE as 990 and Financial Statements • Current/Incoming Board Members with names of business, address, city and state • IRS Determination Letter dated within the last five years • Visibility request emailed to kristi@cshares.org • Community Shares will collect: • Your current Certificate of Good Standing • Your Colorado Nonprofit Charitable status

  13. Attachments • IRS 990 dated June 30, 2009 or more recent • Tips: • Make sure it’s signed by an officer in the appropriate spot. If your organization e-files, print out the signature sheet and have an officer sign it. • Make sure it includes all attachments and statements. • Boar of directors must be listed and have zero compensation.

  14. Attachments • Financial Statements must cover the same period as your IRS 990 • This is either your audit, your financial review or your financial statements that include income and expense. • Your audit cover page MUST BE on letterhead and signed by the auditor! Indicate GAAS or GAAP. • Dated June 30, 2009 or more current • Name match between IRS Determination Letter

  15. Attachments • Annual Report must cover same period of time as your Financial Statements and your IRS 990 • Tips: • Review the requirements for the Annual Report. • If your Annual Report does not have all the required information, create a document with the missing information as an addendum.

  16. Copy of Current or Incoming Board Members • This must include the names of the businesses of the board members and their addresses, including city & state. • If your board list doesn’t include the address information, create a new document that does.

  17. IRS Determination Letter • This must be dated within the last five years.

  18. Additional Information • Certificate of Good Standing & Charitable Solicitations Renewal Number • CSC is printing the certificates for you this year. • CSC is looking up the renewal numbers for you this year. • We will notify you if your organization is not current or in good standing.

  19. Section 2: CCC and DECC Campaigns

  20. Statement of Local Presence (aka Attachment A) All of the combined campaigns require this statement but the CFC standards are the most stringent. Complete to the statement once and it applies to all the combined campaigns. IMPORTANT: Should your application be denied by the combined campaigns, edits are not allowed during the appeals process. Please answer the questions specifically!

  21. Statement of Local Presence (aka Attachment A) • Tips • A detailed description of activities, programs and services rendered in calendar year 2010 • Note: You must have qualitative data and specific accomplishment for 2010 (not goals for the future, etc) • You must clearly explain who benefits and how the programming positively impacts human welfare • You may not submit a brochure or other pre-printed publications in lieu of this document • See the Statement of Local Presence example by Project Angel Heart at www.cshares.org/recertification

  22. Statement of Local Presence (aka Attachment A) Geographic Area – List the specific counties where your services are delivered. This example from Project Angel Heart is ideal.

  23. Statement of Local Presence (aka Attachment A) Describe the population you serve- be specific This example from Project Angel Heart is ideal

  24. Statement of Local Presence (aka Attachment A) Describe program, services and benefits- list specific accomplishments and health and human benefits from 2010.

  25. Statement of Local Presence (aka Attachment A) • Attention: Arts, Animal Welfare, Environmental and Social Justice Groups • Your programs, services and benefits affect human health and welfare. • Focus on the human benefits received from your work. This might mean using slightly different language than you typically use. • Remember, this document is not a publicity piece and is only viewed by auditors. They simply aim to verify that you have a substantial presence in the community providing benefits to human health and welfare.

  26. Forms to Complete: Attachment A • Animal Welfare examples and excerpts From Cat Care Society • “… programs that are offered benefit both cats and the general public… families that adopt a cat, senior citizens who benefit from the Purina Pets for Seniors Program, nursing home visitation program, and low-income cat owners that utilize our clinic.” • They note how each service has human benefits. Through humane education they “prevent abusive behavior, unplanned feline propagation, decrease abandoned/neglected pets, and increase adoption to loving homes.” Their Temporary Care Program is an “option for cat owners who are homeless, hospitalized or in safe houses.” The vet clinic services “qualifying low-income families.”

  27. Statement of Local Presence (aka Attachment A) • Environmental examples and excerpts From Trails & Open Space Coalition • “… open space efforts help preserve wildlife and their habitat, agricultural land, scenic vistas, geological foundations and important cultural and historical features… Our trails and bikeway efforts provide outlets for recreation and commuting. These activities provide direct health benefits through easily available, inexpensive and accessible facilities… We continue to combat the rising obesity rates... By providing free and easily available access to trails, parks and open space…”

  28. Statement of Local Presence (aka Attachment A) • Arts example from Rocky Mountain Arts Association .

  29. Statement of Local Presence (aka Attachment A) • Arts brief excerpts From Colorado Public Radio • “… (name of programs) has been embraced by listeners across the state because its content enriches their lives… (programs) provides in-depth, unbiased coverage of local, national and international issues, helping listeners understand the impact of these issues on their daily lives, family, businesses and community… For generations, music has been a source of inspiration and comfort.”

  30. Section 2: Memorandum of Compliance INITIAL all boxes – do NOT check them! Read all statements to ensure you are not misrepresenting your organization Sign & Date (signature of same person who initialed)

  31. Section 2: Memorandum of Compliance • Attachments: • Current Budget • Board Minutes approving Current Budget • Nondiscrimination policy

  32. Copy of Current Budget & Minutes Approving Budget • Submit a copy of the budget your organization is currently operating with. • Submit a copy of the minutes indicating the board of directors has approved this budget.

  33. Nondiscrimination Policy • Nondiscrimination Policy • We will notify you if your nondiscrimination policy does not qualify based on the Denver City Municipal revised code. • That wording is listed on p. 15 of the original packet

  34. Section 3: Combined Federal Campaigns

  35. Combined Federal Campaign Application • Note: • Do you qualify for the CFC? Some reasons you may not include: • Your annual budget was $100,000 or more and you didn’t have an audit • You use a Cash accounting system instead of an Accrual accounting system • Your National parent organization applies on your behalf to the CFC Nationally

  36. Combined Federal Campaign Application • Question 1 • The two copies of this question are used to apply on your behalf to all of the CFC regions – this increases your outreach • Local v. Adjacent: Most of our members apply Locally to the Metro Denver CFC and then Adjacent to their four surrounding CFC regions

  37. Combined Federal Campaign Application • Question 1, continued, pages 29 & 30 • Every member must submit two nearly identical copies of the page with this question. • One copy with Question 1, box 1 checked for the Local CFC region (page 29, done for you) • One copy with Question 1, box 2 checked for the four Adjacent CFC regions (page 30, done for you)

  38. Combined Federal Campaign Application

  39. Combined Federal Campaign Application • Question 1 continued… • What about Statewide Presence? • Requirements for Statewide Presence are strictly considered. • 30% state-wide geographic service delivery area • 30% of the state population must be served • Many nonprofits find they do not meet these criteria • We apply on your behalf to the adjacent federal campaigns.

  40. Combined Federal Campaign Application • Question 2 • The IRS Verification letter we submit on your behalf must be dated January 1, 2007 or more recent • Question 3 • Group Exemption only applies to those agencies that are local affiliates of National organizations. • Most CSC members will check the first box indicating they are not part of a group exemption.

  41. Combined Federal Campaign Application • Question 4 • This box is checked for you! • Remember, all Community Shares member nonprofits provide services that affect human health and welfare. • Every member nonprofit must have this box checked!

  42. Combined Federal Campaign Application • Question 5 • Although the CFC does not require that you physically submit your audit if your annual budget is between $100,000 and $250,000, they do require that you have one. • Therefore, Community Shares requires that you submit a copy of your audit if you have an annual budget of $100,000 or more.

  43. Combined Federal Campaign Application • Question 5, continued • Financial statements must be the same fiscal year as IRS 900. The audit and 900 must reconcile. • Your legal name and EIN must match your IRS Determination Letter or DBA Documentation • The CPA report must be on company letterhead, the auditor must sign it and indicate if GAAP or GAAS was methods were used.

  44. Combined Federal Campaign Application • Question 6 • Please see page 26 for specific requirements of the CFC 990 Pro Forma

  45. CFC Attachments • Related to Question 6: • IRS 990 dated June 30, 2009 or more recent • Tips: • Make sure it’s signed by an officer in the appropriate spot. If your organization e-files, print out the signature sheet and have an officer sign it. • Make sure it includes all attachments and statements. • Board of directors must be listed and have zero compensation.

  46. Combined Federal Campaign Application • Question 7 • Administrative Fundraising percentage must be calculated, per CFC regulations. • Add the amount in Park IX (Statement of Functional Expenses), Line 25, Column C (Management & General Expenses) to the amount in Lind 25, Column D (Fundraising Expenses), and divide the sum by Park VIII (Statement of Revenue), Line 12, Column A (Total Revenue) • See page 26

  47. Combined Federal Campaign Application • Question 8 - 12 These are all self-explanatory check boxes. Please contact me if you have questions regarding these items.

  48. Combined Federal Campaign Application • Attachment E • Question 13 (page 35) • Taxonomy Codes are found on page 27. Keep in mind what your acronym of taxonomy codes spells. • Select and list them in the order of relevance to your organization.

  49. Section 3: Common Errors • Common errors: • Submitted 990s with no officer signature, missing attachments or statements. • Attachment A is without specific numbers and counties. • Not submitting second copy of Question 1 to be eligible for adjacent CFC regions. • Submitted without all boxes being checked.

  50. Combined Federal Campaign Application • CFC Note: • Applications for the CFC are reviewed by a panel of Federal employees that volunteer called the LFCC. • The LFCC determines the eligibility of each applying charity based on set criteria. • All LFCC members and managing staff of CFC regions are focused on creating the most level playing field for charities. • IMPORTANT: Should your application be denied by the combined campaigns, edits are not allowed during the appeals process. Please be thoughtful in your answers!

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