All of our grant applications, budgets, and other attachments are submitted through our online application system, GrantIS.
Once organizations have created an organizational profile in GrantIS, and have accessed GrantIS to begin a particular application, they will provide budget information to Meyer either directly into the application (fill-in boxes) or via submission of attachments.
Each portfolio has its own needs when it comes to budgets and those generally have to do with what type of grant organizations are applying for. For example, if an organization applies for project, capital, or technical assistance funding, we will likely ask them to submit a project budget in addition to an operating budget.
Organizations applying with a fiscal sponsor should submit information and attachments pertinent to their organization, not
their fiscal sponsor's. If invited to submit a full proposal, both sponsored project and fiscal sponsor may be asked to submit additional
Organizations should have already developed an annual operating budget before approaching Meyer for funding. If you need assistance in developing an operating budget, please see the resources below.
We understand that each organization will prepare their financial information in different ways, so we won’t require organizations to submit their budget or financial statements using our templates. However, for reference, we're providing the following Excel spreadsheet, which has tabs for sample project, capacity building, and capital construction budgets:
At full-proposal stage, we will generally ask organizations to submit, as attachments, the following financial documents:
A copy of the organization’s current, board-approved operating budget;
The organization’s most recent financial statements: Balance Sheet and Income Statement/Profit & Loss—or Statement of Financial Position and Statement of Activities in nonprofit parlance; and
If available, the organization’s audited financial statements for the most recent two years. While we do not require an organization to provide audited financial statements, we would generally expect to see an audit for organizations with annual budgets of $500,000 or above.
Financial + Budget Resources
The following pages might be helpful.
General financial resources:
- The Nonprofits Assistance Fund, including:
Sample financial documents:
The Nonprofit Association of Oregon has shared some sample financial documents (under item #1) on its website
Finding an accounting professional: