{{appLabel.appYear}} {{appLabel.appType}} Application

{{appLabel.charityName}}, CFC #{{appLabel.cfcCode}}

Download All Docs and Print Application

Step 1: Federation Contact Information

* Denotes required field


Who You Are
* Use semicolons to separate multiple addresses

OPM will send the eligibility decision and other CFC communications to the email address(es) on file. At least one email address is required, however, applicants are highly encouraged to provide more than one email address.


Contact Address

P.O. Box Accepted.

 This needs to be a valid City.

Optional Information
 (Do not include "http://" in your website address.)


Step 2: Application Type

Chosen federation type.


I certify that the federation named in this application has

that individually meet the eligibility criteria for local organizations in 5 CFR § 950.202 and §950.203.

I certify that the federation named in this application has

that individually meet the eligibility criteria for national/international organizations in 5 CFR §950.202 and §950.203.

I certify that the federation named in this application has

that individually meet the eligibility criteria for international organizations in 5 CFR § 950.202 and §950.203 by providing real services, benefits, assistance, or program activities in at least one foreign country over the previous three years.


Step 3: List of Member Organizations


A list of all eligible member organizations that meet all National/International or Local List eligibility criteria in 5 CFR §950.202 and §950.203 must be submitted. The list must include each member organization’s five-digit CFC codes (if applicable), name as it appears in the IRS Business Master File, and “Doing Business As” name (if applicable), EIN, and administrative and fundraising rates. The physical address of each member must also be included.

List of Member Organizations


Step 4: IRS Determination Letter

We successfully found your organization’s Employee Identification Number (EIN) in the IRS Business Master File (BMF). You may proceed to the next step.

You are required to upload IRS determination letter.


Attach a copy of the most recent IRS determination letter.


View IRS Determination Letter

Listing Name

{{charityListingViewObject.listingName}}

{{charityInformation.charityName}}

DBA Name: {{charityListingViewObject.charityDBAName}}
IRS Name: {{charityInformation.charityIrsName}}

DBA Auth Letter Uploaded

Step 5: Human Health & Welfare Services



Step 6: Financial Statements

Select the appropriate option.


I certify that the federation named in the application accounts for its funds on an accrual basis in accordance with generally accepted accounting principles (GAAP) and has an audit of its fiscal operations completed annually by an independent certified public accountant in accordance with generally accepted auditing standards (GAAS).

A copy of the auditor’s report and the complete audited financial statements for a fiscal period ending not more than 18 months prior to January {{appLabel.appYear}} which verifies that the federation is honoring designations made to each member organization by distributing a proportionate share of receipts based on donor designations to each member.


Audited Financial Statement Uploaded

Audited Financial Statement Uploaded



I certify that the federation named in this application accounts for its funds on an accrual basis in accordance with generally accepted accounting principles (GAAP), but has been operating for less than two years from the date of the IRS tax exemption letter to the closing date of the CFC application period and therefore is not required to submit audited financial statements.




Step 7: IRS Form 990 or Pro Forma IRS Form 990


Selected option with Attachment C.

Option 1

UPLOAD REQUIRED DOCUMENT: Attachment C

A copy of the complete IRS Form 990 for a period ending not more than 18 months prior to January {{appLabel.appYear}}, including signatures in the box marked “Signature of Officer” or in either IRS Form 8879-EO or IRS Form 8453-EO. The preparer’s signature alone is not sufficient. IRS Forms 990EZ, 990PF, and comparable forms are not acceptable substitutes.

IRS Form 990 Uploaded | Multiple IRS 990 Forms Uploads
IRS Form 990 Uploads

PLEASE ENTER DETAILS FOR THE CURRENT FORM 990

Please enter details for the current Form 990
Fiscal period start date: 
Fiscal period end date:  

Accounting Method:

Is the uploaded tax return signed and dated by an Officer at the Organization?
Yes
No

Added Electronic Signature of Officer

Since the uploaded document is not signed and dated by an officer of the organization, it must now be electronically signed.

YES!
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete.

An officer who is authorized to sign the organization’s tax document may be the organization’s president, vice president, treasurer, assistant treasurer, chief accounting officer or other corporate or association officer, such as a tax officer.
Please note: The tax preparer’s signature will not be accepted in lieu of a signature from an officer at the organization.




Option 2

UPLOAD REQUIRED DOCUMENT: Attachment C

A pro forma IRS Form 990 for a period ending not more than 18 months prior to January {{appLabel.appYear}}. See application instructions for pro forma IRS Form 990 requirements. IRS Forms 990 EZ, 990PF, and comparable forms are not acceptable substitutes.

IRS Form 990 Uploaded | Multiple IRS 990 forms Uploaded
IRS Form 990 Uploads

PLEASE ENTER DETAILS FOR THE CURRENT FORM 990

Please enter details for the current Form 990
Fiscal period start date: 
Fiscal period end date:  

Accounting Method:

Is the uploaded tax return signed and dated by an Officer at the Organization?
Yes
No

Added Electronic Signature of Officer

Since the uploaded document is not signed and dated by an officer of the organization, it must now be electronically signed.

YES!
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete.

An officer who is authorized to sign the organization’s tax document may be the organization’s president, vice president, treasurer, assistant treasurer, chief accounting officer or other corporate or association officer, such as a tax officer.
Please note: The tax preparer’s signature will not be accepted in lieu of a signature from an officer at the organization.



Step 8: Administrative and Fundraising Rate (AFR)

Fill in the required fields with information from the IRS Form 990 and confirm the rate.



The $ amount in Part IX (page 10: Statement of Functional Expenses), Line 25, Column C (Management and General Expenses)


The $ amount in Line 25, Column D (Fundraising Expenses)


Part VIII (Page 9: Statement of Revenue), Line 12, Column A (Total Revenue)

Your AFR is: {{applicationStep8.fundraisingRate}}%
AFR = total expenses divided by total revenue X 100


Confirm Your AFR:

Step 9: Governing Body


UPLOAD REQUIRED DOCUMENT: Attachment D

A complete list of the federation’s board of directors with the beginning and end date of each board member’s current term of office and the board’s meeting dates and locations for calendar year {{pledgeYear - 1}}.

Attachment D Uploaded


Step 10: Verifying Statements