2017 Agency Certification Application


The application for 2017-18 United Way California Capital Region certification is now open for local nonprofits. Last year, we used a streamlined process for certification through a new application for one or both of the following: the United Way private sector campaign (general United Way certification) and the Our Promise- California State Employees Giving at Work campaign (formerly CSECC). The deadline for 2017-18 United Way certification is February 17th, 2017.


(If name differs from what appears on IRS determination letter, IRS Form 990 or audited financial statements, official documentation from the IRS or state government authorizing use of this name must accompany the application including EIN. If necessary, please upload as an attachment in Requirement B).

Combined Federal Campaign 

*If you are interested in being certified for the Combined Federal Campaign (CFC), please go to https://cfccharities.opm.gov and fill out the Independent Charity Application. United Way California Capital Region no longer acts as a federation for the CFC. By applying as an independent charity to participate in the CFC on your own behalf, you will receive designations directly from the CFC administrative agency.

Big Day of Giving

This year, United Way California Capital Region is collaborating with the Sacramento Community Regional Foundation by offering a truncated United Way certification process for all health and human service agencies that completed their Big Day of Giving profile for the 2017 Big Day of Giving.

If your agency has a completed and active their Big Day of Giving profile, you only need to complete the rest of this form. If you do not apply for or have an active their Big Day of Giving profile, United Way will require  your most recent Audited Financial Report or financial statements covering the fiscal year ending June 30th 2015 or latter, and IRS Form 990 for the same fiscal year as the Audited Financial.  If these items are not readily available  on-line (your website  or www.guidestar.org ), United Way staff will contact you to get these documents. 

Agency Contact Information

Note: This is how it will appear in the campaign brochure.

Certification Contact
President, CEO or Executive Director
Volunteer Contact (If Applicable) 
Organization Information
25-Word Statement and Taxonomy Codes

Below, please write a statement in 25 words or less that describes the organization’s program ctivites. The statement should not repeat the organization’s name. Please type carefully, this information will be published exactly as it appears below.           

Taxonomy Codes

Each organization can identify up to three categories, in priority order, which most closely identify the type of mission, services, and activities provided. Categories are derived from the National Taxonomy of Exempt Entities (NTEE) classification system developed by the National Center for Charitable Statistics. Please see a listing of the taxonomy codes below.  The National Taxonomy of Exempt Entities (NTEE) code is a four digit code used to classify an exempt IRC 501(C)(3) organization (the selection by NTEE code is based upon the first three digits). The first digit is a letter listed in the table below which defines the general category. The second and third digits define the general type of organization with in the category as listed on the table beginning on the next page. The fourth digit further divides the type of organization and is not presented here.

A) Art, Culture, and Humanities
B) Education Institutions and Related Activities
C) Environmental Quality Protection and Beautification
D) Animal Related
E) Health General and Rehabilitative
F) Mental Health Crisis Intervention
G) Disease Disorders Medical Disciplines
H) Medical Research
I) Crime Legal Related
J) Employment Job Related
K) Food Agriculture and Nutrition
L) Housing Shelter
M) Public Safety Disaster Preparedness and Relief
N) Recreation Sports Leisure Athletics
O) Youth Development
P) Human Services Multipurpose and other
Q) International Foreign Affairs and National Security
R) Civil Rights Social Action Advocacy
S) Community Improvement Capacity Building
T) Philanthropy Voluntarism and Grant making Foundations
U) Science and Technology Research Institutes Services
V) Social Science Research Institutes
W) Public Society Benefit Multipurpose
X) Religion Related Spiritual Development
Y) Mutual, Membership Benefit Organizations, Other
Z) Internal Use

Computation Of Overhead Rate

United Way staff will calculate your overhead expenses using your IRS 990 Form: Overhead Percentage will be calculated by adding the amount you place in the following sections. Part IX (Statement of Functional Expenses), Line 25, Column C Part IX (Management and General Expenses), Column D (Fundraising Expenses) divided by Part VIII (Statement of Revenue), Line 12, Column A (Total Revenue

Program Information

(Provide approximate numbers, If N/A, place a “0″ in the box)

As part of United Way’s Collective Impact Model, we are developing baseline data about the impact being made in our community on Health, Education, and Financial Stability services. If you have this data, please indicate the approximate number of clients served in these focus areas.

Campaign Data

From time to time, United Way is approached by companies, community members, donors, and others with the offers of in-kind donations of new and use items . In the past, these have included school and office supplies, furniture, household items, clothes, books, and other items. To help get these donations to the organizations that needs them. United Way is trying to create a virtual list that we can use to direct the donor directly with your agency.