Agency Allocation/Funding Requirements

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

Thank you for your interest in United Way of Marshall County.

Before you begin the process of completing and submitting your Allocations Application, please refer to the “Requirements for Agency Allocation/Funding” (listed 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

 

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.