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Who referred you to GWA or, if not referred, how did you discover us (be specific)?
Do you have one or more properties that you have identified (whether or not owned by GWA) that you’d like to lease and/or own? Please provide those address(s) here:
First Name
Last Name
Email Address
Phone Number
Name of Organization
Full Physical Address of Organization
If different, Mailing Address of Organization:
Name(s) of Main Contact(s) for the Organization who will interact with GWA:
Cell Phone number(s) for the main contact(s) to interact with GWA
Email address(es) for the main contact(s) to interact with GWA
Brief history and timeline of the organization
Legal structure of your organization
Unincorporated
Corporation
LLC
Partnership
Others
If incorporated, state of incorporation
Organization’s Tax I.D.#
Inception date of organization
Name, address and phone number of CPA/accounting firm/accountant and auditor
How long have you been at your current location?
If a church, how many worship services are held and when?
What is the seating capacity of your current facility?
Name of most Senior Leader (Pastor, Priest, President, Owner, Director, etc)
Provide a brief biography/resume from Senior Leader (Pastor/Priest/President/CEO/Chairperson,etc)
Senior Leader’s length of time with organization
Senior Leader’s Age and Ordained for years (if applicable)
Names of other staff or clergy persons and titles/roles
If you checked Yes bottom, answer these questions:
Which parent organization or denominational body?
How is the body structured?
How much does your organization contribute directly to the denominational body/Parent Organization annually?
What committee/person is in charge of financial related decisions?
If yes, what is the amount of the policy?
Please list requested information for the last 3 years.
Membership or Customer figures per year each of the last 3 years (depending if a membership organization or company):
This Year so Far
Last Full Year
Two Years Prior
Three Years Prior
Number of Giving Units or Donation/Subscriptions/Membership Dues per year each of the last 3 years (Family units or single adults)
This Year so Far
Last Full Year
Two Years Prior
Three Years Prior
Provide breakdown of number of current members by age group.
Under 18
18-30
30-60
Over 60
What is your organization’s total revenue for each of the last three years?
This Year so Far
Last Full Year
Two Years Prior
Three Years Prior
When was the last date your membership rolls were reviewed and purged of inactive members?
For non-churches/non-membership organizations, please provide the number of your current clients.
Financial Information
How many bank accounts do you have?
Who do you bank with?
Please list all owned non-liquid assets and value of each asset (for example, equity value of real estate, investments or other assets)
Amount of money the organization has specifically reserved to use to ensure the work to transition into a GWA facility will go smoothly (to move and find furniture, make customization, marketing, signage, etc)?
Who writes checks for the organization? Who signs checks?
Who reconciles Bank Statements?
If so, please detail and provide how much have they indicated they could provide
What are your average daily total depository balances?
Please provide a summary of any borrowings/debt or capital additions completed in the last 5 years.
Please provide your current and past budget/expense numbers for:
This Year
Last Year
Two Years Prior
Three Years Prior
If you have operating budget projections for next three years, please provide:
Next Year
In Two Years
In Three Years
Financial Information Section Exclusively for smaller/newer organizations without sufficient substantial financial track records**
** Please Note: If you are a newer organization or are concerned that you do not have the requisite financial track record intend to qualify for the GWA Own-To-Serve program and wish to use any individual or group of individual’s personal financial information in addition to the organization’s financial information so that you can financially qualify, please also answer the questions on the last pages related to personal finances.
Personal Financial Information For People or Organizations that will Help the Organization qualify:
Are you relying on personal financial information of individuals to qualify for this (instead of or in addition to the organization's financials)? If so, please provide this information
What are the names of those individuals on whose financial information will help your organization qualify?
What is the combined take home income of the individual(s) for the last three years?
What are the amount of funds in the individual(s)’ checking and savings accounts?
List of owned non-liquid assets and value of each asset (equity value of personal home, any other real estate, any other asset) for the individual(s)
What amount of money have the individual(s) personally reserved for this – how much personal funding have you set aside that you are prepared to invest in making work the transition to this new facility and its ownership?
What is an estimate of the total amount of debt owed by the individual(s)?
**PLEASE INCLUDE ANY ELECTRONIC LINKS THAT YOU’D LIKE US TO VISIT AND REVIEW HERE THAT TELL US MORE ABOUT YOU, YOUR ORGANIZATION, YOUR LEADERSHIP, ETC.
**UPLOAD ANY FILES YOU’D LIKE US TO SEE HERE (File responses)
