Application Financial Document Requirements


REQUIRED FINANCIAL & SUPPORTING DOCUMENTS


I.SUPPORTING DOCUMENTS AND REQUIRED ATTACHMENTS :

  1. List of board members, including name, board position, profession/affiliation, city of residence, and years served.
  2. Cost estimates and other supporting documents to explain line item amounts over $5,000 in the Project Budget Information.
  3. Program staff job descriptions for existing roles supporting this grant project.



II.SPECIFIC GRANT APPLICATION ATTACHMENTS

Required ONLY for projects with new positions, new building construction, reconstruction, collaborators or benefiting organizations.
*If unable to provide any of the following documents at time of grant application submittal, please contact grants@impactnwf.org PRIOR to the June 15th  submittal deadline.
  1. Newly created program staff job descriptions.
  2. Architectural drawings (by licensed provider).
  3. Itemized cost estimates (by a licensed provider).
  4. Permits, zoning variances, leases, title, real estate contracts, etc.
  5. Letters from collaborating partners (signed by the Executive Director and Board Chair of EACH collaborating organization).
  6. Letters of understanding from any other benefiting organizations regarding services they agree to receive from the project.


III.REQUIRED FINANCIAL DOCUMENTS

If CAN provide audited financial statements, only the following 5 items are required:

  1. Current YTD Internal Financial Statements (Balance Sheet, P&L)
  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
  5. Form 10100 filing with Florida Department of Agriculture and Consumer Services in compliance with the Solicitation of Contributions Act

If CANNOT provide audited financial statements, the following 9 items are required:

  1. Current YTD Internal Financial Statements (Balance Sheet, P&L)
  2. Current Bank Statements and Bank Reconciliations that reconcile to Cash Balance on the Balance Sheet (provided in number 1 above)
  3. Current year Board-approved operating budget
  4. Financial Statements (Unaudited) (Balance Sheet, P&L) for prior two fiscal years
  5. Form 990 or 990 EZ for previous two years
  6. Form 10100 filing with Florida Department of Agriculture and Consumer Services in compliance with the Solicitation of Contributions Act
  7. Copy of the organization’s bylaws
  8. Brief narrative which includes all of this information:
    • Board of Director Governance – How frequently does Board meet, how minutes are maintained, etc.?
    • Description of the financial practices - Who prepares accounting records and financial statements, who reviews the information, how disbursements are made and who approves, where are records  kept.
  9. Please answer the following question: Is the organization aware of any contingent liabilities? If so, how would the organization meet those obligations?