Church&Ministry Finance International

NOTE: This is a FREE no-cost / no-obligation loan analysis.

If a question does not apply, please insert "n/a" in the box

* denotes a required field.

General Information

How did you hear about CMFI?

CMFI Consultant Who Referred You: (required only if you select "CMFI Consultant" from the drop-down box above)

Source of Advertisement: (required only if you select "Advertisement" from the drop-down box above)

Purpose of Loan:

Purchase Refinance New Construction Other

Contact Information

Primary Contact Name: * Landline Phone: *

Email: * Mobile Phone:

Borrower's Information

Church Borrower's Legal Name: *

Head of Organization: * Years With Organization: *

Address: * City: *

State: * Zip: *

Church Email: Web site: *

Church Phone: * Church Fax: *

Denominational Affiliation: *

Date Organization Initially Formed: * Date Incorporated:

Does your organization operate a school? Yes No Year formed: Grades:

Church Financial Information

Loan Request Amount: $ * Date Mortgage Needed: *

Loan Purpose: Purchase Refinance New Construction Other

Project Start Date: Project Cost (if applicable): $

Current Value of Land & Buildings: $ * Project Costs Paid To Date: $ *

Anticipated Value of Land & Buildings at Completion of Project: $ *

Current Value of All Other Collateral: $ *

Church Demographic Information

Fiscal Year End

2010 Year To Date

2009

2008

2007

Church Membership:

*

*

*

*

Giving Units:

*

*

*

*

Average Weekly Adult Worship Attendance:

*

*

*

*

Average Weekly Sunday School Attendance:

*

*

*

*

Church Income and Expense Information

Category
2010 Year To Date 2009 2008 2007

Unrestricted Contributions
$ *

$ *

$ *

$ *

Building Fund Contributions
$ *

$ *

$ *

$ *

Other Restricted Contributions
$ *

$ *

$ *

$ *

Other Income
$ *

$ *

$ *

$ *

Total Income
$ *

$ *

$ *

$ *

General Expenses
$ *

$ *

$ *

$ *

Building Project Expenses
$ *

$ *

$ *

$ *

Total Expenses
$ *

$ *

$ *

$ *

Net Income
$ *

$ *

$ *

$ *

Anticipated Sources and Uses of Funds

Anticipated Sources of Funds Anticipated Uses of Funds

Cash on Hand: $ * Purchase of Land: $ *

Capital Stewardship Proceeds: $ * Purchase of Land & Facilities: $ *

Bond Proceeds : $ * New Construction: $ *

Loan Proceeds: $ * Remodeling: $ *

Sales of Asset(s): $ * Furniture, Fixtures & Equipment: $ *

Other: $ * Debt Retirement: $ *

Other: $ * Financing Costs: $ *

Other: $ * Other: $ *

Total: $ * Total: $ *

Church Debt Information

Name of Lender Interest Rate Monthly Payments Current Balance Owed Date of Maturity

$ $

$ $

$ $

$ $

Capital Stewardship Programs Over Past Four Years

Is your church organization currently in a capital stewardship program? Yes No

If yes, what capital stewardship company is retained to manage the campaign?

What are your future capital stewardship plans?

Date Pledges Began

Date Pledges Ended

Total Amount Pledged

Funds Received To Date

$

$

If a question does not apply, please insert "n/a" in the box

NOTE: This is a FREE no-cost / no-obligation loan analysis.