Loan application pdf boonslick

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-521970-678180BOONSLICK REGIONAL PLANNING COMMISSIONLINCOLN COUNTYChain of RocksElsberryFoleyFountain N LakesHawk PointMoscow MillsOld MonroeSilexTroyTruxtonWhitesideWinfieldMONTGOMERY COUNTYBellflowerHigh HillJonesburgMcKittrickMiddletownMontgomery CityNew FlorenceRhinelandWellsvilleWARREN COUNTYInnsbrookMarthasvillePendletonTruesdaleWarrentonWright CityCHAIRMANRyan PostonEXECUTIVE DIRECTORChad M. EggenEstablished: May 27, 1968111 SteinhagenPO Box 429Warrenton, MO 63383Phone: (636) 456-3473Fax: (636) 456-2329 REGIONAL PLANNING COMMISSIONLINCOLN COUNTYChain of RocksElsberryFoleyFountain N LakesHawk PointMoscow MillsOld MonroeSilexTroyTruxtonWhitesideWinfieldMONTGOMERY COUNTYBellflowerHigh HillJonesburgMcKittrickMiddletownMontgomery CityNew FlorenceRhinelandWellsvilleWARREN COUNTYInnsbrookMarthasvillePendletonTruesdaleWarrentonWright CityCHAIRMANRyan PostonEXECUTIVE DIRECTORChad M. EggenEstablished: May 27, 1968111 SteinhagenPO Box 429Warrenton, MO 63383Phone: (636) 456-3473Fax: (636) 456-2329 Loan Fund – CARES ACT Financial Statement Templates and Business Plan OutlineTo fully evaluate your business ability to pay back the loan, Boonslick Regional Planning Commission requires three (3) years of tax returns. In lieu of tax returns, 3 years of profit/loss statements and balance sheets will be accepted.In addition, BPRC requires a business plan outlining your business and future strategy.Use the following templates and outline if you do not already have them created.If you require assistance with preparing the business plan or financial statements, contact one of the following Small Business Administration (SBA) organizations:Service Corp of Retired Executives (SCORE) - (314) 854-6861.Small Business Development Center (SBDC) - 660-665-3348Veterans Business Resource Center (VBRC) – 314-531-VETS (8387)Grace Hill Women’s Business Center - 314-584-6700Submit the completed template with the application and all other supporting documentation to:Christine ZikaEconomic Development SpecialistBoonslick Regional Planning CommissionPO Box 429 122 East Boonslick RoadWarrenton, MO 63383czika@(636) 456-3473Profit and Loss (Income) Statements: If the business has filed tax returns for the previous three (3) years, those can be submitted in lieu of the following form. If the business has not filed tax returns for the previous three (3) years, please complete the following. If the business is a start-up, please complete the following as a Pro pany Name: Company NameDate: Click here to enter a date.Three Year Profit and Loss StatementIncome Year%Year%Year%Operating incomeIncome Category 1?$$$?%?$$$?%?$$$?%Income Category 2?$$$?%?$$$%??$$$?%Income Category 3?$$$?%?$$$?%?$$$?%Income Category 4?$$$?%?$$$?%?$$$?%Misc Income?$$$?%?$$$?%?$$$?%Other?$$$?%?$$$?%?$$$?%Total Operating Income$?%$?$?Non-Operation Income?$$$%?$$$%?$$$%Interest Income?$$$%?$$$%?$$$%Rental Income?$$$%?$$$%?$$$%Gifts Received?$$$%?$$$%?$$$%Donations?$$$%?$$$%?$$$%Other?$$$%?$$$%?$$$%Total Non-Operating Income $ - % $ - % $ - %Total Income $ - ?% $ - ?% $ - ?ExpensesYear?Year?Year?Operating Expenses??????Accounting and Legal$ $$$?%$ $$$?%$ $$$?%Advertising?$$$?%?$$$?%?$$$?%Depreciation?$$$?%?$$$?%?$$$?%Dues and Subscriptions?$$$?%?$$$?%?$$$?%Insurance?$$$?%?$$$?%?$$$?%Interest Expense?$$$?%?$$$?%?$$$?%Maintenance and Repairs?$$$?%?$$$?%?$$$?%Office Supplies?$$$?%?$$$?%?$$$?%Payroll Expenses?$$$?%?$$$?%?$$$?%Postage?$$$?%?$$$?%?$$$?%Rent??$$$?%?$$$?%?$$$?%Research and Development??$$$?%?$$$?%?$$$?%Salaries and Wages??$$$?%?$$$?%?$$$?%Taxes and Licenses??$$$?%?$$$?%?$$$?%Telephone??$$$?%?$$$?%?$$$?%Travel??$$$?%?$$$?%?$$$?%Utilities??$$$?%?$$$?%?$$$?%Web Hosting and Domains??$$$?%?$$$?%?$$$?%Other??$$$?%?$$$?%?$$$?%Total Operating Expenses$$$$?%$ $$$?%$$$$?%Non-Recurring ExpensesFurniture, Equipment and Software??$$$%?$$$%?$$$%Gifts Given??$$$%?$$$%?$$$%Other??$$$%?$$$%?$$$%Total Non-Recurring Expenses$ $$$?%$ $$$?%$ $$$?%Total Expenses$ $$$?%$ $$$?%$ $$$?%Earning before tax (EBT)$$$$$$$$$$$$Income Tax Expense?$$$?$$$?$$$Net Income$ $$$?%$ $$$?%$ $$$?%Dividends??$$$??$$$??$$$Distributions??$$$??$$$??$$$Adjusted Retained Earnings$ $$$?%$ $$$?%$ $$$?%Balance Sheet: If the business has filed tax returns for the previous three (3) years, those can be submitted in lieu of the following form. If the business has not filed tax returns for the previous three (3) years, please complete the following. If the business is a start-up, please complete the following as a Pro FormaCompany Name: Company NameDate: Click here to enter a date.Year?Year?Asset TypePrior YearCurrent YearCurrent Assets$$$$$$Fixed Assets$$$$$$Other Assets$$$$$$Current Liabilities$$$$$$Long-term Liabilities$$$$$$Owner Equity$$$$$$Total Assets$$$$$$Total Liabilities & Stockholder Equity$$$$$$Balance$$$$$$Business PlanIf the business has been in business for over three years, please provide a one (1) page business plan that includes the following:MissionVisionIncome StreamsPricing and Billing StrategyCustomerCustomer Reach StrategyCompetitive AdvantageStrengths, Weakness, Opportunity and Threat (SWOT) AnalysisIf the business is a start-up or been in business for less than three (3) years, a complete business plan will be required with the application.

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