Application Instructions

What You Should Know Before Getting Started

IMPORTANT:

1. Thoroughly review the requirements outlined here.

2. Organizations that meet those requirements may apply between March 1st and May 31st.

3. Download the Application Worksheet and use it to save your draft responses BEFORE submitting your online application.

4. Have the following PDF documents ready to upload prior to completing your application. Applications missing any of these will be AUTOMATICALLY DECLINED!

   1. IRS Affirmation letter (tax exempt determination letter)

   2. Previous fiscal year Statement of Activities (Income Statement)

   3. Current fiscal year Statement of Activities (Income Statement)

   4. Current fiscal year Budget

   5. Previous fiscal year Statement of Financial Position (Balance Sheet)

   6. Current fiscal year Statement of Financial Position (Balance Sheet)

      NOTE: If audited financial statements are submitted, both the Notes to Financial Statements, as well as the Accountant’s Opinion Letter, must be included.

5. If the organization has multiple programs and projects, each with different revenue sources and expenses, the uploaded financial statements MUST clearly indicate which revenues and expenses are associated with the project or program in this request.

6. The Financial section of the application requires that Revenues, Expenses, Assets and Liabilities be entered for both the current and previous fiscal periods using the categories listed below.
   If the totals and subtotals entered in the Financial section do not match those shown on the accompanying financial statements, applications will be automatically declined.

   • Revenues:

     • Contributions and Grants

     • Program Service Revenue

     • Investment Income

     • In-Kind Revenue

     • Other Revenue

   • Expenses:

     • Grants and Similar Amounts Paid

     • Benefits Paid To or For Members

     • Salaries, Other Compensation, Employee Benefits

     • Fundraising Expenses

     • In-Kind Expenses

     • Other Expenses

   • Assets:

     • Cash

     • Receivables

     • Property and Equipment

     • Investments

     • Other Assets

   • Liabilities:

     • Payables

     • Mortgages

     • Other Liabilities

If you have questions concerning which revenue/expense accounts belong in which category, please consult with your organization’s bookkeeper, accountant, management team, Treasurer, or tax professional for assistance. You may also wish to reference the IRS Form 990 as a guide.