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First name
*
Last name
*
Email
*
Phone
*
Company name
*
EIN #
*
Address
Annual Net Revenue
*
Annual Operating Expense
*
Anticipated Large Expense within next 12 months (i.e. Capital Improvements)
*
Cash Amount (i.e. Checking/Savings Accounts)
*
Investments Amount (i.e. Stocks/Mutual Funds)
*
Interest Bearing Investments Amount
*
% Bonds - Interest Bearing Investments
*
% Certificate of Deposits - Interest Bearing Investments
*
% Money Market - Interest Bearing Investments
*
% Other - Interest Bearing Investments
*
Interest Rate - Bonds
*
Interest Rate - Certificate of Deposits
*
Interest Rate - Money Market
*
Interest Rate - Other
*
Financial Policies & Procedures are Utilized by Organization
*
Yes
No
Organization has a Trust
*
Yes
No
Organization Experiences Significant Seasonal Variance from Highest to Lowest months in Revenue
*
Not Applicable
20% - 50%
51% - 100%
101% - 200%
200% +
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