Budgets & Financial Statements

Guidelines and Forms

Important instructions on completing required PDF forms
Use opens in a new windowAdobe Acrobat Reader DC
Click on the links below to access the budget forms.
Save the budget forms on your computer.
Complete the PDF budget forms saved on your computer (do not complete in internet browser).

Project Budget

Since your application is a proposal, it makes sense for your project budget to balance, without a profit or loss.  In other words, plan a project budget that balances, with enough estimated revenue to cover the estimated expenses. If you show a loss, it indicates that you do not have adequate backing to complete the project and that overall planning is incomplete.  Likewise, showing a profit indicates that you may not really need the funds you are requesting.  As you plan, revisit the list of eligible expenditures. Efforts to obtain funding from sources other than the city are important.  Include revenue that is anticipated from other sources and any request that is pending with another funder.  All numbers should be rounded to the nearest dollar.

Financial Statements

Most likely, your organization already has an existing financial statement that the board of directors refers to at meetings. If so, submit it in its usual form, per the application guidelines. If your organization does not already have a statement, use this sample to create one.