Getting Started-Initial Church Loan Documents

The initial requirements to evaluate your church financing needs are three full years of income/expense statements plus the current partial year of income/ expense statements. Only year end summaries are needed…no monthly or quarterly data is required. An example of the general appearance of these income/expense statements is shown here. Your exact statements will vary but in general we will need to see the income and expense broken down in fairly good detail.

A recent balance sheet showing the assets and liabilities of the church is needed. An example of this balance sheet is shown here. This document should show any buildings and land the church owns.