Financial Information
I am often asked for a sample budget for Part IX of the 501(c)(3) application (Form 1023).  Here are files (in three different formats) that you can download that include blank forms for your actual financial data and balance sheet, a worksheet to get you started on a projected budget, and instructions for preparing the financial data you will need for your 501(c)(3) Application:

    Financial Worksheets & Instructions [M/S Word] [M/S Excel] [PDF]

Prepare Your Own 501(c)(3) Application has these instructions and worksheets and also has a list of fifty-five internet websites (urls) where you can find examples of financial information from 501(c)(3) applications approved by the IRS.

Supplement for Environmental Organizations has four sample budgets:
  • Environmental Education Event
  • Stream Monitoring
  • Friends of Lake Generic
  • Environmental Contaminants Coalition

The Supplement for Animal Welfare Organizations has five sample budgets:

  • Cat Rescue
  • Wild Animal Rescue
  • In-Home Pet Care for Ill and Disabled
  • Exotic Pet Education
  • Off-Leash Dog Park Users
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