Computation Of Fund-Raising Percentage Form - Short Term Financial Report (Page 2 of 2) in pdf

INSTRUCTIONS:

(The most detailed financial statement prepared for the governing board must accompany this abbreviated

form as part of the application)

All applicants must complete Part I and Part II, including Schedule A.

Applicants not submitting an audit or financial review by an independent public accountant must complete

Part III. An authorized officer, the chief officer and the chief financial officer are to sign the certification.

Computation of fund-raising percentage – the total of all expenses incurred in fund-raising divided by the

contributions raised by the organization’s efforts. The Charitable Funds Act requires that every charitable

organization, as part of its registration, compute the percentage of its fund-raising expenses for the

preceding fiscal year on contributions received directly from the public for the support of its programs.

Contributions – public support received directly from the organization’s efforts, including special events,

bequests, pledges and grants of any money. Gross amounts raised by professional fund-raising solicitors

and fund-raising counsel are to be reported as contributions with all expenses incurred reported as fund-

raising expenses.

In-Kind contributions – all contributions and donations of property and/or goods given as support for the

organization’s programs.

Public support received indirectly – funds raised from the public, outside the applicant’s own efforts, or by

other organizations including federated fund-raising organizations.

Government grants – grants received from any governmental unit.

Program related income – includes program fees, net sales and other income usually derived at the location

of the organization.

Other revenue – revenue from investment income, gain, or exchange of investments, other interest

income, etc.

Program service costs – expenses which serve the organization’s purposes such as research, scholarships,

patient services, etc.

Management and general expenses – expenditures for the overall direction of the organization, general

record keeping, business management, budgeting, board activities, utilities, etc.

Fund-raising expenses – all monies expended for every activity which is an integral and inseparable part of

solicitation.

Part III

CERTIFICATION

We the undersigned, being duly authorized to act on behalf of the applicant, do hereby certify that the

information furnished in Part I and Schedule A is true and correct to the best of our knowledge, information

and belief.

Authorized Officer: _______________________

Title: _____________________

Date: __________

Fiscal Officer:

_______________________

Title: _____________________

Date: __________

Chief Officer:

_______________________

Title: _____________________

Date: __________

Computation Of Fund-Raising Percentage Form - Short Term Financial Report Page 2

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