The Pro Forma Income Statement is a summary listing of the revenue and expenses generated by a social enterprise activity. (In the planning stage, financial statements are called ‘Pro Forma,’ which means they show what is expected.) This Income Statement (also referred to as a Profit and Loss Statement), goes beyond forecasting revenues and expenses for a feasibility study, and dives deeper into the financial projections of a new social enterprise for business planning purposes.

This resource includes a User Guide, which explains how to complete the Pro Forma Income Statement, as well as an customizable spreadsheet template (which includes sheets for projected, best case, and worst case figures to support a sensitivity analysis).