For-Profit Organization Information/Stewardship Checklist

Organization Information

Legal Name of Organization

Doing Business as (if applicable)

Mailing Address

City

State

Zip Code

Phone

Fax

EIN

Organization website

Did this organization run a United Way campaign during the most recent funding year?

Program Contact Information

Title

Salutation

First Name

Last Name

Phone

Email

For-Profit Stewardship Checklist

Audit or Financial Review-Most recent (Please upload)

Tax Return-Most recent IRS Tax return (Please upload)

To qualify, the tax return must have a year-end no older than 18 months before the Stewardship deadline.

Organization Ownership (Please upload)

Who are the owners? What percentage of the company do they own? Contact information for all owners.

Organization Operating Budget (Please upload)

Unaudited Financial Statements (Please upload)

Most recent financial statements, no earlier than June 2018, should include a Balance Sheet, an Income Statement, and a Cash Flow Statement.

Organization Fiscal Year-end?

Tax Return Filing Date?

Annual Audit Date (if applicable)?

Articles of Incorporation or Certificate of Formation (Please upload)

Articles of Incorporation, Certificate of Formation, or other documentation showing eligibility to do business in Texas.

Disclosures (if any)