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New York State Employees Federated Appeal

2018 SEFA Application

We will be hosting "GoToMeeting" 2018 SEFA Application Instruction training on the following dates.  Please click date for the link to join the meeting.  Call-in information is provided when you join the meeting.

We do not anticipate they will last a full hour, and you can leave the call/meeting anytime.
 

Applications will be accepted Friday, December 1, 2017 through Monday, January 15, 2018.

This application is for charities that have never participated in SEFA or participated 2016 or earlier, and lapsed in their recertification.  If your charity participated in 2017 but did not recertify for 2018, your charity will need to sit out a year before it can apply again.  If this applies to your charity, if you submit an application, it will not be considered.

We recommend using Chrome or Mozilla/Firefox as your web browser when completing this application.  You may encounter problems if you use Internet Explorer (ie).

If you would like to have the ability to save this form as you work on it, you need to register (click word "register" to register) before starting it.  

Beginning December 7, every week a list of charities that have submitted their applications will be posted.  Being on this list will does not imply that the application is complete and correct.  It just shows that you, or someone from your charity has submitted at least a partial document.  If you are on the list, you can go and ensure that all the questions have been answered, etc.  Application List - December 7, 2017.

Please take the time to read through the INSTRUCTIONS  (click word "instructions" for them) before completing the application. Also, in many instances, there are examples or directions on how to complete the question underneath the question.  DO NOT USE ALL CAPITAL LETTERS!

Any question that has an asterik (*) is a required field.

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Please enter dash in the appropriate place. XX-XXXXXXX
Physical address of charity.
PO Boxes can be entered here.
Please enter the dashes. This should be a phone number a donor would call with questions.
Do not put http://. Start with "www" as indicated in formatting.
If you don’t know, you probably aren’t. Please see instructions for more information.
If you don't know if you are a member/funded partner of a United Way, please call your local SEFA Coordinator.
We are currently exploring going to a single number system, so this may not affect you. In the meantime though, if you provide more than $1,000 in program services in a particular campaign area, then you are eligible to apply to that campaign area. If you provide more than $62,000 total program services, you are eligible to apply as a Statewide agency.
Campaign Areas
Leave blank if not applicable.
Leave blank if not applicable.
Leave blank if not applicable.
Leave blank if not applicable.
990 form - Part IX (Statement of Functional Expenses), Column B (Program service expenses), LIne 25 990EZ forn = Part III (Statement of Program Service Accomplishments), Line 32 (Total program service expenses)
990 form - Part IX (Statement of Functional Expenses), Column B (Program service expenses), LIne 25 990EZ forn = Part III (Statement of Program Service Accomplishments), Line 32 (Total program service expenses)
To search for your number please click the following link: Charities Registry Bureau. Note: You have a Charities Bureau Registration number, even if you aren’t required to file.
Note: You are exempt from filing with the NYS Charities Bureau if you are one of these organizations listed below.
You must use the calendar. You can not manually enter a date.
You must use the calendar. You can not manually enter a date.
If you do not submit the correct 990 form, your application will not be considered. Please read instructions thoroughly.
Upload 990
Upload your most recent SIGNED IRS 990.
Files must be less than 10 MB.
Allowed file types: gif jpg jpeg png bmp pdf doc docx.
Group Exemption
Upload your most recent SIGNED IRS Form 990 tax form.
Files must be less than 10 MB.
Allowed file types: gif jpg jpeg png bmp pdf doc docx.
Upload Pro Forma
Upload your most recent SIGNED 990 Pro forma. This is new from previous years.
Files must be less than 10 MB.
Allowed file types: gif jpg jpeg png bmp pdf doc docx.
Enter the amount in Part VIII (Stmt of Revenue), Line 12, Column A (Total Revenue)
Enter sum of Part IX (Stmt of Functional Exp), Line 25, Column C (Mgmt & General Exp) and Column D (Fundraising Exp)
Divide 22 by 21 and move decimal two places to the right. This is your AFR.
If your AFR exceeds 25.0%, upload an explanation of why those expenses exceed 25.0% and provide a formal plan to reduce them to below 25.0%.
Files must be less than 5 MB.
Allowed file types: gif jpg jpeg png bmp pdf doc docx.
Only needs to be answered if your AFR is over 25.0%
DO NOT USE YOUR ORGANIZATION'S NAME. If you use more than 25 words, it will be edited accordingly.
Please ensure the email is correct. This is where the receipt for this application and all ongoing correspondence will be sent.
Charities can identify up to three categories, in priority order, which most closely identify the type of mission, services, and activities provided. The corresponding letters will be printed in the SEFA charity book to assist donors in identifying charities by type of service provided, in addition to donors being able to search online based on type of service provided.
Second Taxonomy Code not required.
Note: We intend on donors having the ability to search agencies by county where services are provided. To pick more than one County, hold down the Control key and highlight the counties you provide services in.
Enter the name of the Officer who is certifying the statements in this application.
Enter short comments here. An example would be if you were previously a SEFA participant, what your charity number was. Be aware that we may not be able to respond to all these.

CLICK PREVIEW WHEN COMPLETE.  If you can't preview, make sure you used the calendar feature for questions #18 and #19.  AFTER CONFIRMING ALL THE INFORMATION IS CORRECT, CLICK SUBMIT.  IT MAY TAKE A FEW MOMENTS, PLEASE BE PATIENT AND REMAIN ON THIS PAGE. You will be automatically directed to a confirmation page once completed.