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🔒 Grant Writer Desk

Organization Profile (grant master record)

Every grant application asks the same opening questions: legal name, EIN, UEI, incorporation date, fiscal year end, budget, board size, audit status, who signs. Most organisations retype them from an old application and propagate whatever was wrong in it. This is the master record instead — seventy fields grouped into legal identity, contact and people, financial, governance, operations, registrations and standard attachments, each with a note on where to find it, because a new grant writer often has no idea where the UEI lives. It scores how complete you are, splits what is missing into what blocks a federal application, what blocks a foundation application and what is merely nice to have, and prints a readiness report with the attachment checklist funders almost always want. It checks the shape of what you type — that an EIN is nine digits, that a UEI is twelve characters without the letters I or O — and it is careful to say that shape is all it can check: it has no connection to any registry and can never tell you a number is real.

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Frequently asked

Does anything here get uploaded or checked against a government system?

No. It runs entirely on your device with no network access at all. That is also its honest limit: it validates the format of an EIN or UEI, never its existence. Only SAM.gov and the IRS can confirm those.

Why doesn't it fill in an indirect cost rate for me?

Because getting that wrong costs you money. The de minimis ceiling in 2 CFR 200.414 was raised from 10% to 15% for awards executed on or after 1 October 2024, and a great many templates and guides still say 10. This tool records the rate you are actually electing and points you at the regulation to confirm the current figure rather than asserting one that could be out of date by the time you read it.

Is this legal, tax or accounting advice?

No. It records what you tell it. Your 501(c)(3) status, your indirect rate and your audit requirements are matters for your accountant, your auditor and the funder's own rules.

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