Projected Financial Information for IRS Form 1023 Filing

Name of Organization: Project Union Forever
EIN: [Insert EIN]
Tax Year-End: December 31

 

1. Revenue Projections

(For the next three years)

Revenue Source

Year 1

Year 2

Year 3

Donations and Grants

$500,000

$750,000

$1,000,000

Platform-Specific Revenue

$200,000

$400,000

$600,000

Sponsorships and Partnerships

$150,000

$300,000

$500,000

Merchandising

$50,000

$100,000

$150,000

Total Revenue

$900,000

$1,550,000

$2,250,000

 

2. Expense Projections

(For the next three years)

Expense Category

Year 1

Year 2

Year 3

Platform Development

$300,000

$200,000

$150,000

Staff Salaries and Benefits

$250,000

$400,000

$600,000

Marketing and Outreach

$100,000

$200,000

$300,000

Administrative Costs

$75,000

$100,000

$125,000

Legal and Compliance Fees

$50,000

$75,000

$100,000

Event Hosting and Campaigns

$50,000

$75,000

$100,000

Reserve Fund Contribution

$25,000

$50,000

$75,000

Total Expenses

$850,000

$1,100,000

$1,450,000

 

3. Net Operating Income

Year

Net Income

Year 1

$50,000

Year 2

$450,000

Year 3

$800,000

 

4. Statement of Activities

Year 1:

Year 2:

Year 3:

 

5. Detailed Budget Allocation (Year 1)

Category

Amount

Percentage

Platform Development

$300,000

35%

Staff Salaries and Benefits

$250,000

30%

Marketing and Outreach

$100,000

12%

Administrative Costs

$75,000

9%

Legal and Compliance Fees

$50,000

6%

Event Hosting and Campaigns

$50,000

6%

Reserve Fund Contribution

$25,000

2%

Total

$850,000

100%

 

6. Assumptions

  1. 1.Revenue Growth: 

  2. 2.Expense Management: 

  3. 3.Economic Impact: 

 

7. Additional Information

Fiscal Responsibility:
Project Union Forever is committed to maintaining transparency and accountability. All financial activities will be monitored by the Treasurer and subject to annual independent audits.

Impact Goals:
The Organization’s activities aim to directly empower citizens, labor unions, and non-profits by providing tools and platforms for equitable representation and participation.

 

Prepared By: [Name]
Title: [Position]
Date: [Insert Date]