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A Nonprofit Capacity Self-Assessment Workbook
For Rural Community-Based Housing Organizations

© Housing Assistance Council, 2000

Permission is granted ONLY to nonprofit community-based organizations to reproduce and/or adapt this document, and only for their own use.


WORKSHEET 15.  BUDGET ANALYSIS (BORROWING AND SPENDING)

If your organization received any loans, list the percentage of the loan money that came from the following institutions, and indicate the reason for the loan.

Loan Source
  
Percent-
age of
Loan
Income
Reason for Loan (check all that apply)
 
Facilities Purchase
New Program
Housing Devel-opment
Emergency
Other
  Bank/commercial lending institution %            
   Friend, board or staff member %            
  Foundation or foundation-sponsored loan %            
  Gov't. agency (name): %            
  National/intermediary organization %            
  Endowment or special internal fund %            
  Other (name): %            
  Total loan income %            

Write the percentage of your budget that was spent in the following areas during the past fiscal year.

I.  Supportive Services (Operating Budget) __________%
     
    A.  Fundraising __________%
     
    B.  Management/Administration __________%
     
    C.  Plant/Equipment __________%
     
    D.  Cash Reserve __________%
     
    E.  Maintenance/Replacement Reserve __________%
     
II.  Program Services (Program Budget) __________%
     
  TOTAL    100%

On To Worksheet 16

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