Non-Profit Organization Information/Stewardship Checklist

Organization Contact Information

Legal Name of Organization

Doing Business as (if applicable)

Mailing Address

City

State

Zip Code

Phone

Fax

EIN

Organization website

Did this organization run a United Way campaign during the most recent funding year?

Program Contact Information

Title

Salutation

First Name

Last Name

Phone

Email

Non-Profit Stewardship Checklist

Audit-Most recent audited Financial Statements (Please upload)

One file only.
200 MB limit.
Allowed types: gif, jpg, jpeg, png, pdf, doc, docx, xls, xlsx, .

Tax Return-Most recent IRS Form 990 or 990EZ (Please upload)

One file only.
200 MB limit.
Allowed types: gif, jpg, jpeg, png, pdf, doc, docx, xls, xlsx, .

Agency Operating Budget (Please upload)

One file only.
200 MB limit.
Allowed types: gif, jpg, jpeg, png, pdf, doc, docx, xls, xlsx, .

Board Governance-Most recent roster (Please upload)

One file only.
200 MB limit.
Allowed types: gif, jpg, jpeg, png, pdf, doc, docx, xls, xlsx, .

IRS Determination Letter-Most recent (Please upload)

One file only.
200 MB limit.
Allowed types: gif, jpg, jpeg, png, pdf, doc, docx, xls, xlsx, .

Unaudited Financial Statements

Unaudited Financial Statements (Please upload)

One file only.
200 MB limit.
Allowed types: gif, jpg, jpeg, png, pdf, doc, docx, xls, xlsx, .

Agency Fiscal Year-end Date?

990 Filing Date?

Budget Finalization Date?

Annual Audit Date?

Disclosures (if any)