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Using your audited financial statements from the past two fiscal years (FY), complete the following budget worksheet.
First FY (two years ago) |
Second FY (last year) |
First FY (two years ago) |
Second FY (last year) |
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| Income | $ | $ | Assets | $ | $ |
| Less Expenses | - $ | - $ | Less Liabilities | - $ | - $ |
| Surplus/ Shortfall |
= $ | = $ | Net Assets | = $ | = $ |
For the most recently completed fiscal year, list the dollar amount and percentage of total budget that came from the following income sources.
Operating Budget |
Program Budget |
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| Government grants/contracts | $ | % | $ | % |
| Foundation/corporate grants | $ | % | $ | % |
| Individual donations | $ | % | $ | % |
| Fundraisers/events | $ | % | $ | % |
| Fee-for-service income | $ | % | $ | % |
| Interest income | $ | % | $ | % |
| United Way | $ | % | $ | % |
| Matching grants | $ | % | $ | % |
| Donated facilities/materials | $ | % | $ | % |
| Government loans | $ | % | $ | % |
| Private sector loans | $ | % | $ | % |
| Other (no more than 10%) | $ | % | $ | % |
| Total | $ | 100% | $ | 100% |
Write the percentage of your total income that was confirmed as you entered this fiscal year. Was this a typical year?
| Confirmed (written confirmation) | __________% |
| Expected (verbal confirmation) | __________% |
| Unsure (not yet identified) | __________% |