Financial Position Calculator

Does your organization need to provide additional information to explain an accumulated surplus or deficit?

The financial health of all organizations are assessed as part of the grant application process. This is why we require a complete set of current financial statements.

Submitted financial statements will be assessed for an accumulated surplus or an accumulated deficit.  This forms the initial basis of our assessment of your financial health and need.  You can use the Financial Position Calculator below to conduct a simple assessment of your organization's financial health. However, OTF will conduct its own internal assessment as part of the grant application review process.

If you determine that your organization has an accumulated deficit greater than 10% or an accumulated surplus of more than 12 months you will be required to submit additional documentation with your grant application.

Start by updating one of the fields below.