2013 Combined Federal Campaign (CFC) Application Training. Application Timeline. April 1 – Deadline for 2013 local application period (campaigns may set earlier deadlines) April 30 – Deadline for LFCC to notify local organizations of eligibility decisions in writing
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April 1 – Deadline for 2013 local application period (campaigns may set earlier deadlines)
April 30 – Deadline for LFCC to notify local organizations of eligibility decisions in writing
June 4 – Deadline for decisions by LFCC on all local organization appeals
July 31 – OPM completion of local appeal reviews
Sampling of Federation Members
2012 Service Description
Att. C (if appl.)
IRS Determination Letter
IRS Form 990 (same period as audit)
Organization address must be a physical mailing address. No P.O. Boxes
Contact info may include P.O. Boxes
Use of Electronic Funds Transfer (EFT) by campaigns is optional
If campaign is not using EFT, it may be removed from the application cover page
Local – Office in local campaign area open 15 hours per week with a dedicated phone line
Adjacent – Local presence (above) within an adjacent campaign area
Statewide – Provided services to 30% of target population or in 30% of state’s geography
WHO received the service, benefit, or assistance
WHAT the service, benefit, or assistance is
WHEN it was delivered
WHERE it was delivered
Factors OPM/LFCC will consider:
Nature and extent of the service, benefit, assistance, or program activity
Frequency, continuity, and duration of services
Impact on, or benefit to, beneficiaries
Number of beneficiaries
Applicants should avoid…
Listing “offered” services
Listing location of members, affiliates, or board members
Listing the residences of visitors to a facility
Listing services provided by the service recipient or other entity
Fundraising activities as a service
Examples of Qualifying Attachment A:
Athens, November 1-3, 2012 ABC Charity held its annual meeting. ABC Charity staff made presentations on new research, provided advocacy training to attendees, and facilitated a discussion between policymakers and medical researchers. 120 healthcare industry professionals attended the three-day conference
Example of Qualifying AttachmentA:
Georgia – Calendar Year 2012 (scholarships awarded bimonthly)
Charity International awarded scholarships to the following Georgia high school students pursuing a degree in computer technology to attend the college or university of their choice:
A. Smith, Baker County ($1,800)
J. Doe, Warren County ($5,000)
B. Callahan, Chattahoochie County ($1,200)
D. Johnson, Cobb County ($800)
C. Jones, Gwinnett County ($900)
Examples of Non-Qualifying Attachment A:
Americus, GADecember 2012 Charity Central held a Family Day attended by local physicians.
Atlanta, GANovember 2012 ABC Charity’s Georgia chapter held a workshop for local families interested in learning more about ABC’s research programs. Presentations were made by ABC Charity Georgia’s Executive Director and Vice President of Research.
Example of Non-qualifying Statewide Attachment A:
Atlanta 2012 ABC Charity coordinates free ground transportation for cancer patients by encouraging rental car companies to donate vehicles to the patients. The counties and number of individuals served in calendar year 2012 were:
Cobb County (18 beneficiaries)
Jefferson County (1 beneficiary)
Johnson County (2 beneficiaries)
Lamar Country (1 beneficiary)
Example of Non-qualifying Attachment A:
Atlanta The Philanthropy Museum, based in San Diego, recorded 300 visitors from 27 Georgia counties since 2009.
Macon August 10, 2012 XYZ Institute conducted a fundraiser at the Macon Independence Day celebration that raised $22,000. 250 Georgian residents, representing 45 counties contributed.
Not part of group exemption
Has own IRS letter
Family support and youth activities (also known as Morale, Welfare and Recreation organizations or “MWRs”) must meet criteria outlined at 5 CFR 950.204(d).
Commanding officer’s letter must specify that organization is a “Non-Appropriated Fund Instrumentality that supports the installation MWR/FSYA program.”
Day care centers located on Federal property may not participate under these guidelines.
Any charity that has not been verified by OPM as having 501(c)(3) tax-exempt status cannot be approved by the LFCC. DO NOT approve a charity contingent on OPM’s verification at a later date.
IRS Form 990
Pro Forma 990
In Part IX (Statement of Functional Expenses, ADD Line 25, Column C to the amount in Line 25, Column D. Divide the sum by Part VIII (Statement of Revenue, Line 12, Column A (Total Revenue).
The regulatory formula must be used. No other calculations/methods are allowed
“I certify that an active and responsible governing body, whose members have no material conflict of interest and a majority of whom serves without compensation, directs the organization named in this application.”
The number of voting members on page 1 must be equal to or less than the number of individuals identified as a director or trustee in Part VII (see CFC Memo 2010-5).
If page 1 lists more voting members than are listed in Part VII, the organization must either provide an explanation of the difference or submit an amended IRS Form 990
An organization’s IRS Form 990 that does not include a complete list of the officers, Board of Directors, trustees and key employees, and their compensation, if any, is incomplete and will result in a denial.
Uncompensated members must have a -0- in the compensation column or the box above the table in Part VII must be checked.
Certifying official does not have to be Executive Director, but must be individual in a position to verify the validity of the application and all attachments.
Applicants must check the box next to each statement to demonstrate agreement to comply with the statement
LFCC must provide information on how to appeal at the local and national levels
Appeals limited to the facts justifying the reversal of the original decision
No oral arguments. All appeals are in writing only.
Appeals may not be used to supplement applications with missing or outdated documents