Supporting Financial Documents
Supporting financial documents are one tier below the general description of who you are and what your organization plans to do. Here you need to provide as much solid documentation as you can to back up the good intentions in the overview.Breakeven Analysis
This section of the business plan explains what the organization is doing to break even. If you are falling short, outline what is planned in the next fiscal year to correct existing problems.Three-Year Financial Summary
This summary will become essential when you prepare Form 1023 to apply for a tax exemption, if you are going to file before you have a multiyear history. This kind of summary is always required as part of any standard grant application.Pro-Forma Cash Flow
If you do not have that three-year history, use this document to project estimated income and expenses you are confident the organization will have, but you lack the hard numbers to back up your calculations.
The balance sheet can be a summary of your current fiscal year's budget, or you can attach a more comprehensive document. As with other parts of the plan, be careful not to provide so much information that the reader loses interest.