Quarterly Financial Statements & Job Creation Report

Dear PeopleFund clients,

Thank you for being small business superheroes! Your information helps us evaluate your financial success and shape future programs.

Please complete the financial statements and job creation report below. Please enter a “0” if no jobs were created. Please enter a negative number if jobs were lost.

Quarterly Financial Statements & Job Creation Report

  • Please enter a number from -100 to 100.
    Please enter your jobs created in FTE: Full Time Equivalent employee is the equivalent of working at least a 35 hour work week. To calculate FTE jobs, any part time employees should be aggregated to FTE jobs. Example: two 20-hour per week employees would be 1 FTE.
  • Drop files here or
    Accepted file types: csv, Max. file size: 50 MB, Max. files: 15.
      Please upload your Profit and Loss Statement, Balance Sheet, and Statement of Cash Flows for Quarters 1, 2, and 3. Below is a quick breakdown of what we need: A. Profit and Loss Statement (P&L) – Please provide this broken down by each quarter: Q1: January, February, March Q2: April, May, June Q3: July, August, September Q4: October, November, December (if applicable) B. Balance Sheet – Include the most recent quarter's Balance Sheet. C. Statement of Cash Flows – Please submit this reflecting the most recent quarter as well. If you have any questions or need assistance, feel free to reach out to our team at [email protected]. We're happy to help!
    • We'd love to know how your business is changing our community. Please tell us a bit about the services you provided. Ex: A bakery makes 300 cupcakes per quarter.