Part VII— Management, General and Fundraising Expenses
Management and general expenses are costs related to administering the day-to-day activities of the nonprofit
organization. These expenses do not directly relate to the purpose for which the organization exists and
typically includes activities such as legal and accounting services, salaries that are not directly related to
program services, and office management.
Fundraising expenses are the expenses incurred in soliciting cash and noncash contributions, gifts, and grants.
9 Benefits paid to or for members .............................................................................. __________________
10 Salaries, other compensation, and employee benefits ............................................. __________________
11 Professional fees and other payments to independent contractors .......................... __________________
12 Occupancy, rent, utilities, and maintenance............................................................. __________________
13 Printing, publications, postage, and shipping ......................................................... __________________
14 Other expenses (attach separate sheet if necessary)................................................. __________________
15 Fundraising .............................................................................................................. __________________
16 Total expenses. (add lines 8 through 15) ............................................................. __________________
17 Excess or (deficit) for the year (Subtract line 16 from line 4) ................................ __________________
18 Fund balances/net worth at the beginning of the fiscal year .................................... __________________
19 Changes in fund balances/net worth (attach explanation)........................................ __________________
20 Fund balances/net worth at the end of the fiscal year (add lines 17 through 19)..... __________________
Part VIII— Balance Sheet
21 Total assets .............................................................................................................. __________________
22 Total liabilities ........................................................................................................ __________________
23 Net assets or fund balances at end of year (Subtract line 21 from line 22) ...... __________________
As required by Section 33-56-60 of the Solicitation of Charitable Funds Act, this form shall be signed by the
Chief Executive Officer and the Chief Financial Officer of the charitable organization. (If one person serves as
both CEO and CFO, he or she should sign in both places below.)
We certify that the information furnished in this statement is true and correct to the best of our knowledge and
belief.
CEO Name : _____________________________
CFO Name : _____________________________
Signature: _______________________________
Signature: _______________________________
Date: _______________
Date: _______________
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