Nonprofit Operating Budget Template
Use this basic nonprofit operating budget template to keep tabs on your organization’s year-over-year expenses and revenue. Enter revenue figures (e.g., grants and contracts, foundations, dividends, gifts, fundraising, membership, etc.) and track budgets compared to year-to-date actuals.
To compare total expenses to actual revenue, simply enter expenses — such as salaries and wages, insurance, office supplies, equipment, and utilities — in the autotallying total yearly operating overage/surplus section. This template provides an accurate picture of your nonprofit’s budgeted operating costs and all-around fiscal health.
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Discover how to get the most out of your nonprofit’s business plan by reading “Free Nonprofit Business Plan Templates.”
Annual Nonprofit Operating Budget Template
With this comprehensive annual nonprofit operating budget template, you’ll get quarter-by-quarter and yearly insights into income and expenses. To calculate year-end budget totals, contrast income (e.g., sales, contributions, fundraising, etc.) with expenses (e.g., office equipment, transportation, utilities, etc.).
This fully customizable template also includes a year-total-to-date cell, which enables you to factor in the difference between income and expenditures in order to determine how over or under budget you are.
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For more on operating budget templates, see “Free Operating Budget Templates.”
Sample Annual Nonprofit Budget Template
Use this basic sample annual nonprofit budget template with sample text to guide you through the process of balancing your nonprofit’s budget.
Editable fields enable you to overwrite example figures (including revenue and expenses) with your own. The template then autotallies a year-total-to-date figure. This fully customizable template helps you determine your organization’s monthly, quarterly, and yearly net income so that you can gauge the financial health of your nonprofit’s budgeted operations.
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To learn more about annual business budget templates, that can be used across different organizations, see “Free Annual Business Budget Templates”.
Budget for Nonprofit Project Template
Track your nonprofit’s project-specific budget with this basic template. List income sources and figures in monthly columns to determine month-by-month total income. Enter project expenses in the same month-by-month columns to compare total expenses to total revenue.
Use this budget for nonprofit project template to determine where you have room to grow and where you might need to cut back.
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Nonprofit Cash Flow Projection Template
Keep monthly and quarterly tabs on your nonprofit’s cash flow with this all-inclusive, customizable template. Pre-filled income sources — such as grants, donations, etc. — enable you to track monthly and quarterly income actuals.
The template’s operating expenses section allows you to easily determine your rolling cash balance. This tool also tallies your total additional expenses, total cash payments, net cash change, and month-ending cash position to determine your nonprofit’s cash on hand, enabling you to see how any variable might affect your projected cash flow.
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Nonprofit Grant Proposal Budget Template
This grant proposal budget template caters to nonprofits seeking funding for their organizations. Enter the details of your nonprofit’s year-over-year projected and actual revenue, along with expenses, to compare the former to the latter.
A revenue summary section calculates your total grant income, while a net section (i.e., income less expenses) helps you quickly determine your program’s financial sustainability.
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For more on budget proposals, please refer to our article “Free Budget Proposal Templates”.
Nonprofit Program-Based Budget Template
Nonprofits can keep tabs on their annual program revenue vs. expenses with this easy-to-use nonprofit program-based budget template. Enter fundraising, grant, and other income figures to compare your nonprofit’s current budget to your year-to-date actual revenue.
List program expenses (staff salary, insurance, supplies, fundraising fees, etc.) to see your total nonprofit program expenses vs. your actual revenue.
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Nonprofit Startup Operating Budget Template
In order for nonprofits to determine how much money they require to operate, they need an accurate way to account for all income and costs.
This nonprofit startup operating budget template features sections for total one-time startup expenses, monthly expenses, and total funds required to operate. Use this operating budget template to ensure that your nonprofit has accounted for every single cost and expense. By doing so, you can keep an eye on your big-picture forecast with the assurance that every detail of your accounting is in order.
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Nonprofit Marketing Budget Plan Template
Optimize your nonprofit marketing budget plan with this dynamic, plug-and-play template. A pie chart provides a quick breakdown view of your resource allocation (e.g., national marketing, local marketing, public relations, social media, etc.).
Once you enter expenses, you can quickly view your marketing plan’s projected subtotal to date. This template also includes a separate budget plan tab for related nonprofit marketing budget plans.
Learn more about optimizing your nonprofit’s marketing plan by reading “Free Nonprofit Marketing Plan Templates and Samples.”
Master Your Nonprofit’s Budget with Nonprofit Budget Templates from Smartsheet
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.
The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.
When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.