Agency Allocation/Funding Requirements

REQUIREMENTS FOR AGENCY ALLOCATIONS/FUNDING, ALLOCATIONS APPLICATION CONTENTS, TIMELINE AND INSTRUCTIONS.

United Way of Marshall County seeks to improve community conditions for everyone by investing donated dollars in programs that deliver meaningful and measurable results – all to create lasting change in Marshall County. Funding decisions are made by community volunteers who are committed to creating opportunities for a better life for all. These investment volunteers evaluate applications from potential grantees and make funding recommendations to our Board of Directors.

If you are interested in applying for United Way of Marshall County funding, please refer to the information below to ensure your agency is eligible to receive funding.  

REQUIREMENTS FOR AGENCY ALLOCATIONS/FUNDING

Eligible parties must be a nonprofit health or human service organization that addresses one of the four critical needs in the community and serves Marshall County residents. These needs include education, financial stability, health and basic needs.

*These are the requirements that your organization must meet in order to be eligible for funding. *

  1. 501(c)(3) Tax Status
  1. Documentation defining human, health and welfare benefits of organization.
  1. A copy of your most recent IRS 990 Form.
  1. Audit requirements:

            *Annual revenues of $100,000 and up - GAAP (Generally Accepted Auditing Principles) audit by an independent CPA

            *Annual revenues of $50,000 and up - Review by independent CPA

            *Annual revenues of $49,999 and less - Annual financial statement

             The audits/reviews for the 2020 United Way funding cycle must cover your 2018 fiscal year.  (Please submit your most recent audit if the 2018 financial information is not available and include documentation as to when it will be available.)

  1. Active, rotating Board of Directors – organizations must be directed by an active local board, which meets at least quarterly, whose members serve without compensation and whose members are residents of the local geographic region served. 
  1. Annual Report – a full description of the organization’s activities and supporting services and identifies its directors/governing body and chief administrative personnel.  Specific Board of Directors information to be included: complete list of officers/directors with community affiliation, location of meetings and meeting dates. 
  1. Board-adopted policy of non-discrimination for hiring and service.  
  1. Sliding scale fee policy, if applicable    
  1. Charter of incorporation and by-laws  
  1. Licensing and accreditation, if required  
  1. Been in operation for at least one year
  1. Financial reports submitted to United Way each quarter, if funded

Application deadline is March 15.

If your agency meets all the requirements, please click here to register.

Once you have created an account, you will be able to submit your allocation request.