Starting Materials:You will need these to begin entering financial data:
- Final Audited Financial Statements or Review (if applicable)
- Year-end financial reports from your accounting software
- Profit & Loss (also called a Statement of Activities or Income Statement)
- Balance Sheet (also called a Statement of Financial Position)
Optional Materials:These may provide helpful information:
- IRS Form 990, IRS Form 990-EZ
For more information about the 990, see the following articles:
What is a 990, and how is it different from the Data Profile?Can I use my 990 to help me fill out the CDP? (Unaudited)Can I use my 990 to help me fill out the CDP? (Audited)Additional Materials:Depending on the amount of detail provided in your audit or financial statements, you may need the following:
- Number of contributors and amounts contributed by these groups:
* Individuals
* Board members
* Foundations
* Corporations
* Government agencies
- Multi-year or restricted gift records
- Grant award letters or other internal documents will provide the necessary details, including purpose or time restrictions
- Payroll records
- Contracts and invoices for non-employee personnel
- Information about all consultants, whether or not they received 1099s
- Marketing-specific expense records
- Year-end investment statements
- Beginning and end of fiscal year investment balances
- Information on any earnings, gains, or losses
- Additions and subtractions from investment accounts
- Beginning and end of fiscal year balances
- Repayment information
- Interest rates
- Records about property and equipment and other fixed assets
- Accumulated depreciation
For more information about materials to reference when completing the Cultural Data Profile, see the following articles:
Programmatic Materials to Reference When Completing the Data ProfileStaff Information Materials to Reference When Completing the Data Profile 
