Free Financial Analysis The Church Lending Group

Financial Analysis Worksheet

Please print out and complete the following Free Financial Analysis Form. With the information you provide, The Church Lending Group will determine the feasibility of your Church Financing Project. Upon completion of this form, be sure to FAX copies of all required documentation listed below to our Business Office at (206) 888-4157. If you have any further questions, please contact The Church Lending Group at (213) 479-1760.

OFFICIAL CHURCH INFORMATION
Legal Name Of The Church:
Church Address:
Phone Number:			FAX Number:
City:			State:	Zip Code:
E-Mail Address:
Website:
Denomination Affiliation:
Date Of Organization:			Date Of Incorporation:
Federal Tax ID Number:
LOAN PURPOSES
Total Amount of Loan Requested:
Construction Cost:
Property Purchase Cost:
Refinance Cost:
Is there any type of financing unacceptable to your Church? (For Example: Private Investors, Insurance Companies, Bonds, Notes, Banks, Joint Partnerships)
If yes, which type is unacceptable?
PASTOR / MINISTER INFORMATION
Pastor / Minister:			Title:
Home Phone Number:
CONTACT PERSON INFORMATION
Contact Person:			Title:
Home Phone Number:			Business Phone Number:
Mobile Phone Number:			FAX Number:
E-Mail Address:			Best Time And Place To Contact:
CPA / ACCOUNTANT INFORMATION
CPA / Accountant:
Phone Number:			FAX Number:
Address:
City:			State:	Zip Code:
Best Time And Place To Contact:
FINANCIAL HISTORY / PROFILE
Has the Church been involved in any litigation within the past ten years?
Is the Church aware of any pending or future litigation?
Has the Church ever defaulted on a previous bond issue, loan, or mortgage?
Are there any contracts, if terminated, would affect the Church s income?
Does the Pastor or any other staff member in a leadership position intend leaving the Church before the funding of this loan?
Is the Church currently or in the past in default of any financial liability?
Has The Church ever issued Bonds?
Has The Church ever issued personal notes?
Approximate Value of Existing Properties:			Amount of Current Debt to be Paid Off:
Purchase Price of New Property:			Approximate Value of New Property:
OUTSTANDING LOAN DETAIL (Land & Buildings Only)
	Debt 1	Debt 2	Debt 3	Debt 4
Present Balance:
Monthly Payment:
Original Loan Amount:
Date Started:
Length Of Debt:
Rate Of Interest:
Item Purchased:
CHURCH ATTENDANCE INFORMATION
Year	Sunday AM Worship	Members	Members Under Age 18	Number Of Families
2006
2007
2008
2009*
Church Fiscal Year Begins:			*Number Of Months To Date:
PLEASE PROVIDE THE FOLLOWING IMPORTANT INFORMATION The Financial Analysis Cannot Be Completed Unless the Following Required Documentation Is Provided FAX (206) 888-4157 1. Financial Statements for the past three years plus current year period. 2. A brief history of The Church. 3. A brief resume or narrative history of the Senior Pastor/Minister. The Church certifies that it understands that Loan Underwriting approval is subject to a due diligence investigation by The Church Lending Group* and / or its Lending Sources and cannot be completed until all required documentation has been submitted and verified. If the Church is approved for Loan Underwriting, the following will be required: Application fee of $3,500 which will cover in part an appraisal of all Real Estate used as collateral and Environmental Phase I Report. By submitting this form, I certify that all information contained herein is true and accurate to the best of my knowledge.
Prepared By:			Date: