Organization Profile & Documents

Answer what you can—save & return anytime. We’ll use this to prefill applications.

Entity type

Basics & Impact

Date established

Leadership team (names/titles)

Mission statement What problem are you solving, and why does it matter? Vision (3–5 years) Founding story / motivation Measurable goals & objectives

How you measure success (metrics/KPIs)

Who benefits & how many will be impacted

Past successes / case studies Long-term change this funding enables

Programs, Products & Services

Core programs / products / services

What’s unique / innovative?

Delivery (in-person / online / hybrid)

Partnerships & collaborators

Equity, inclusion, accessibility

Financials & Funding Plan

Annual revenue (last 1–3 yrs)

Annual expenses (last 1–3 yrs)

Current budget (lines / gap / projections)

Assets / liabilities / cash reserves

% revenue by source

Revenue projections (next 1–5 yrs)

Requested funding amount (specific $)

Requested funds breakdown (how you’ll spend)

Match funding (other contributors)

Sustainability plan (post-grant)

Use of this funding (purpose)

Alignment with funder priorities

Timeline for use of funds

Key deliverables & milestones

Market, Need & Risks

Specific need/problem you’re addressing

Market research / supporting data

Competitors/peers & your differentiation

Barriers to success & mitigation

Team & Governance

Key staff qualifications (bios/experience)

Governance (board/advisors)

Volunteer involvement

Organizational chart (describe or upload below)

Documents

Accepted: PDF, DOCX, XLSX, PPTX, images. Max 25MB each.

IRS determination letter (nonprofits)

Business incorporation documents

Financial statements (audited if available)

Budget spreadsheet

Pitch deck / executive summary

Letters of support / references

Resumes of key staff

Strategic plan

Logic model / theory of change

Org chart (file)

Fill anything you can and continue.