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New York State Employees Federated Appeal

2018 SEFA Recertification Form

The recertification period is:  April 1, 2017 through November 30, 2017.

Recertification is for charities who currently participate in the SEFA campaign.  If you are an agency that does not participate, the application process will begin on December 1, 2017.

Every other week I will post a list of charities that have submitted their recertification.  Being on this list will does not imply that the recertification is complete, it is just that you, or someone from your charity has, at least, begun the recertification.  Recertification List - October 18, 2017.

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

To save this form as you work on it, you need to register before starting.  Be aware that the registration period is only for a certain amount of time.  When you register it will tell you exactly when that registration period is complete.  

Please take the time to read through the INSTRUCTIONS (click the word "INSTRUCTIONS") before completing the recertification. Also, in many instances, there are examples or directions on how to complete the field underneath the question.  PLEASE DO NOT USE ALL CAPS!!!

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

If you have any other questions, please contact Laurelee Dever at 518-782-7332.

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If you don't have a DBA leave blank.
Please enter dash in the appropriate place. XX-XXXXXXX
XXX-XXX-XXXX Please enter the dashes. This should be a phone number a donor would call with questions.
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.
Find your charity code number(s) on our home page Charity Search. (You will need the entire Charity Code - XX-XXXXX for 12 and 12a) If you have more than one charity code number, please enter one of them. The other code numbers will be renewed as well with this one recertification.
This is a five digit number. Do not drop the zeros.
990 form - Part IX (Statement of Functional Expenses), Column B (Program service expenses), LIne 25; 990-EZ form = 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; 990-EZ - Part III (Statement of Program Service Accomplishments), Line 32 (Total program service expenses)
XX-XX-XX enter the dashes. To search for your number please click the following link: Charities Registry Bureau. Note: You have a Charities Bureau Registration number, even if you are exempt from filing with them.
Files must be less than 4 MB.
Allowed file types: gif jpg jpeg png txt html pdf doc docx.
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.
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.
This number must come from your 990 or Pro Forma 990! Enter the amount in Part VIII (Stmt of Revenue), Line 12, Column A (Total Revenue)
This number must come from your 990 or Pro Forma 990! 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 truncated.
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 recertification.
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.  AFTER CONFIRMING ALL THE INFORMATION IS CORRECT, CLICK SUBMIT.  IT MAY TAKE A FEW MOMENTS, PLEASE BE PATIENT AND REMAIN ON THE PAGE. You will be automatically directed to a confirmation page once completed.