The following financial documents are required to be submitted at the time of application submission. 

These documents will immediately be reviewed by the Finance Committee prior to their release of the application to the Focus Area Committees for Site Visits and final evaluation. 

Failure to provide these documents or sufficient explanation for lack of these documents can result in disqualification from the application process. 

Nonprofits with Audited Financial Statements:

1.    Current YTD Internal Financial Statements (Balance Sheet and Profit & Loss)

2.    Current year Board approved operating budget

3.    Auditors’ report for prior two fiscal years

4.    Form 990 or 990 EZ for previous two years

Nonprofits who do not require audited financial statements: 

(the following records are required)

1.    Current YTD Internal Financial Statements (Balance Sheet, Profit & Loss)

2.    Current bank statements and bank reconciliations that reconcile to Cash Balance on Balance Sheet provided

3.    Current year Board approved operating budget

4.    Financial statements (Balance Sheet, Profit & Loss) for two prior fiscal years

5.    Form 990 or 990 EZ for previous two years

6.    Copy of the organization’s bylaws

7.     A brief narrative which includes the following information:

a.    Board of Director Governance

1)    How frequently does the Board meet?

2)    How are minutes maintained?

b.    Description of the financial practices 

1)    Who prepares the accounting records and financial statements?

2)    Who reviews this information? 

3)    ow are disbursements made and who approves them?

4)    Where are records kept?

c.     Answer the following question

1)    Is the organization aware of any contingent liabilities?

                                                        i.     If so, how would the organization meet those obligations?