The template will take your unique inputs and assumptions to automatically calculate and build your Income Statement (Profit & Loss), Balance Sheet, and Cash Flow statement. Any change you make on the input tabs will automatically be calculated and updated on your financial statements making for easy changes and experimentation. The financial statements are easily exported or printed for lenders or investors.

Financial Statements Included:

• 5 Year Statement of Activities Annual Summary
• 5 Year Statement of Activities Monthly Breakdown
• 5 year Cash Flow Statement Annual Summary
• 5 year Cash Flow Statement Monthly Breakdown
• 5 Year Statement of Financial Position Annual Summary
• 5 Year Statement of Financial Position Breakdown

Our At-A-Glance dashboard offers a concise financial overview of your Church's projections. With key financial ratios, break-even analyses, and start-up cost breakdown, your data becomes actionable. This tab, filled with tables, charts, and summaries allows you to easily drop key visuals into your pitch deck or investor memo.

Visualizations Include:

• Revenue and operating expenses summary table
• Initial plant cost breakdown for your first location
• Donor Revenue trend
• Operational cash flow visuals
• 5-year change in net assets

Tailored for Churches and houses of worship with multiple locations, this model generates accurate income predictions based on specific fundraising assumptions then automatically calculates and builds the financial statements.

• Tithes and Offerings Forecasting: Estimate the primary income from regular tithes and offerings from each congregation, based on historical giving patterns and membership growth.
• Special Donations and Fundraisers: Include annual income from special fundraising events like an annual build fund at each location.
• Donation Growth: Estimate at what percentage regularly giving will increase each year per attendee for each location.
• Program Fees: Factor in any earnings from paid programs like educational classes, workshops, or retreats that are hosted by each campus.
• Financial Statements: All revenue is automatically calculated and added to your financial statements.

• Personnel Costs: Budget for salaries and benefits for pastoral staff, administrative employees, and program coordinators.
• Facility Maintenance and Utilities: Estimate expenses for maintaining the church building(s), utilities, cleaning, and necessary repairs or upgrades.
• Outreach and Ministry Programs: Allocate funds for various ministry activities, community outreach programs, and mission support.
• Marketing and Communication: Plan for costs associated with marketing, community engagement, and communication tools (newsletters, website, social media).
• Insurance and Compliance: Include expenses for liability insurance, property insurance, and adherence to regulatory requirements.
• Event and Program Costs: Budget for the direct costs of hosting events, seminars, and other church-related programs.
• Financial Statements: Expenses and salary data automatically populate the financial statements for consistent reporting.

• Startup Capital and Balance Sheet: Begin with assumptions about assets, loans, investments, and accounts payable to calculate startup capital needs and structure the balance sheet.
• Automated Financial Calculations: The template includes amortization, depreciation, and interest expenses in pro forma balance sheets.