Application Financial Document Requirements
REQUIRED FINANCIAL & SUPPORTING DOCUMENTS
I.SUPPORTING DOCUMENTS AND REQUIRED ATTACHMENTS :
- List of board members, including name, board position, profession/affiliation, city of residence, and years served.
- Cost estimates and other supporting documents to explain line item amounts over $5,000 in the Project Budget Information.
- 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.
- Newly created program staff job descriptions.
- Architectural drawings (by licensed provider).
- Itemized cost estimates (by a licensed provider).
- Permits, zoning variances, leases, title, real estate contracts, etc.
- Letters from collaborating partners (signed by the Executive Director and Board Chair of EACH collaborating organization).
- 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:
- Current YTD Internal Financial Statements (Balance Sheet, P&L)
- Current year Board-approved operating budget
- Auditors Report for prior two fiscal years
- Form 990 or 990 EZ for previous two years
- 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:
- Current YTD Internal Financial Statements (Balance Sheet, P&L)
- Current Bank Statements and Bank Reconciliations that reconcile to Cash Balance on the Balance Sheet (provided in number 1 above)
- Current year Board-approved operating budget
- Financial Statements (Unaudited) (Balance Sheet, P&L) for prior two fiscal years
- Form 990 or 990 EZ for previous two years
- Form 10100 filing with Florida Department of Agriculture and Consumer Services in compliance with the Solicitation of Contributions Act
- Copy of the organization’s bylaws
- 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.
- Please answer the following question: Is the organization aware of any contingent liabilities? If so, how would the organization meet those obligations?