1. The organization/agency must be nonprofit, tax-exempt, as defined by IRS Code 501 (c) 3 and the Virginia Tax Code.
2. Agencies must provide direct services which directly benefit human beings. Agencies (and their programs) cannot be a public service provided by the government, but may be a nonprofit private extension of a government program, other than an educational institution or hospital.
3. The agency must have a full time physical presence and provide services year round in Planning District 10 (the City of Charlottesville and the Counties of Albemarle, Fluvanna, Greene, Louisa and Nelson).
4. An agency must be able to demonstrate (to the satisfaction of the Program Review and Funding Committee) that the program for which it seeks funding serves residents in need (at risk) within one or more of the United Way’s impact areas (Successful Kids in Strong Families, Achieving Self-Sufficiency, Access to Health and Wellness, Strengthening Community) and that this program has been operational for approximately 2 years.
5. The agency must be incorporated as defined by the State Corporation Commission and registered with the Virginia Department of Agriculture and Consumer Affairs (VDACS), where applicable.
6. The agency must be directed and managed by an active, non-paid, volunteer Board of Directors that meets at least quarterly each year, and effectively manages the affairs of the organization.
7. The agency must be audited annually by an independent certified public accountant and issue an annual financial report to the public. Upon submission of a funding application to the United Way, the agency must submit its most recent audit.
If the audit contains temporarily restricted funds, the agency must provide an explanation of what composes these funds and their intended disposition.
An agency requesting funding should submit its internal control memo/management letter from its independent auditor. If an agency does not receive an internal memo/management letter as part of its audit, it must submit a letter to that effect from the independent auditor performing its audit.
It should be noted that internal memos are being reviewed as part of the eligibility and funding process. Should the agency's auditor note internal weaknesses of the same nature repeatedly this will be taken into consideration by the United Way when determining an agency's worthiness for funding.
If an agency's revenues are under $100,000, the agency may submit a financial compilation in accordance with Statements and Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants.
8. For any year an agency receives fiscal year funding from the United Way, at the end of the fiscal year the agency should submit a statement signed by the Executive Director/President and the Treasurer/Operations Chair that affirms that United Way grant funds were disbursed for the awarded program for the preceding year, in the manner which it indicated in its previously approved proposal.
9. The agency’s fundraising and management cost must not exceed twenty-five percent (25%) of the agency’s total support and revenue in any one year. If these costs are in excess of 25%, a statement describing the reason for the excess must accompany the funding application and will be subject to review for consideration for funding by the Program Review and Funding Committee.
10. An agency receiving United Way program funding cannot be a member of any other fundraising federation which solicits contributions for the agency in another local public campaign. Specifically the agency cannot be a member of a fundraising federation which canvasses businesses and individuals for contributions to benefit the fundraising federation member.
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