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New York State Employees Federated Appeal

2019 SEFA Recertification Form

Recertification is for charities that currently participate in the SEFA campaign.  If you are an agency that does not participate, or had to sit out a year, the application process will begin December 1, 2018.

Every other week I will post a list of charities that have started and/or submitted their recertification.  

October 9, 2018 Recertification List

Being on this list does not imply that the recertification is complete or does not have deficiencies. 
If the charity is highlighted in TAN, that means the form is still in "DRAFT" form and has not been completed.  If the charity is highlighted RED then there was a deficiency with the recertification and an email was sent to the charity about how to rectify the issue.  RECERTIFICATION ENDS FRIDAY, NOVEMBER 30TH.

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. Write your user name and password down for future reference.  Once you are registered, you must click the link in the email you will receive before you start the form.  If you do not, the form may not save. 

Log in here    
Request new password here


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 USE THE FORMATTING REQUESTED AND DO NOT USE ALL CAPS!!!

If you do not use the calendar feature on questions #18 and #19, you will not be able to preview the form.

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


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Want to review the form before you complete it?  GoToMeetings will be conducted to go over specific instructions on the recertification form and answer questions you may have.  Please click the date below for the link to join the meeting.  The phone number and access code are within those links.  We anticipate it will last less than an hour.


Thursday, November 1st - 10 a.m.
Wednesday, November 21st - 9:30 a.m.

 

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.
Do not put http:/ (format: www.formatthisway.xxx)
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)
To receive an affirmation letter from the IRS confirming your 501(c)(3) status, you can call IRS Customer Service (1-877-829-5500). See the instructions for further information.
Note: The charity might be exempt from filing with the NYS Charities Bureau if you are one of these organizations listed below.
Click this link for instructions on how to get this document.
Files must be less than 4 MB.
Allowed file types: gif jpg jpeg png txt html pdf doc docx.
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.
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 (Statement of Revenue), Line 12, Column A (Total Revenue). Do not enter a dollar sign and round to nearest dollar (do not enter cents).
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). Do not enter a dollar sign and round to nearest dollar (do not enter cents).
Divide 22 by 21 and move decimal two places to the right. This is your AFR. Format as xx.x - do not put the percentage sign.
%
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.
Click here for the Patriot Act Compliance Form. It needs to be completed and uploaded with your recertification form.
Files must be less than 2 MB.
Allowed file types: gif jpg jpeg png txt pdf doc docx.
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.
XXX-XXX-XXXX Please enter the dashes.
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.
Enter the name of the Officer who is certifying the statements in this recertification.
Enter short comments here. Be aware that we may not be able to respond to all these.

CLICK PREVIEW WHEN COMPLETE.  If you click "PREVIEW" and nothing happens, make sure you have used the calendar feature on questions #18 and #19.  It will not preview if you have not used it.

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.