Nonprofit Finance and Operations
This Excel model builds a nonprofit's next-year budget from positions, program costs, and revenue sources. A single switch on the settings sheet moves the whole model between base, conservative, and growth scenarios.
Sample data. All names, organizations, and figures are fictional.
Open larger imageThe model starts with a personnel sheet that lists every position with its FTE, current rate, start month, benefits, payroll taxes, and how its cost splits across programs and support functions. Non-personnel costs are entered by program and marked fixed, inflation, or volume, which decides how each line moves between scenarios, and shared costs are spread by FTE. Revenue comes from the current-year projection, government contract awards, the event plan, and a grant pipeline weighted by the probability of each stage.
The summary shows the scenario chosen, expenses by function, revenue compared with the current-year projection, and all three scenarios side by side, with native Excel charts. A monthly spread turns the annual budget into the amounts a finance director would load into QuickBooks and shows the months when the budget runs a deficit, which helps with cash planning before the year starts.
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This Excel workbook consolidates five hospitals' community benefit activity logs into one dataset and rolls it up to the lines of IRS Form 990, Schedule H. Every total on the summary ties back through formulas to the row a hospital reported.
Sample data
This interactive dashboard shows a hospital system's community benefit across three fiscal years, built from the same sample data as the reporting workbook. It comes with star-schema data files, a Power BI theme, and a rebuild guide with every DAX measure.
Sample data