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Nonprofit Annual Budget

Annual organizational budget with program, administrative, and fundraising cost allocation

Nonprofit Annual Budget
Period
Prepared By
CategoryBudgetedActualVariance
Revenue
Program expenses
Personnel
Professional services
Occupancy
Communications
Travel and meetings
Equipment and technology
Fundraising costs
Program service ratio
Operating reserve
Board-restricted vs. unrestricted
Total
Notes

For nonprofit organizations planning annual financial operations.

Budget Sections

  • Revenue (grants, donations, events, earned income, membership)
  • Program expenses by program area
  • Personnel (salaries, benefits, payroll taxes by department)
  • Professional services (accounting, legal, IT, consultants)
  • Occupancy (rent, utilities, maintenance, insurance)
  • Communications (marketing, website, printing, postage)
  • Travel and meetings
  • Equipment and technology
  • Fundraising costs (events, direct mail, online platforms)
  • Program service ratio calculation
  • Operating reserve contribution
  • Board-restricted vs. unrestricted fund tracking

Functional expense allocation (program/admin/fundraising) for Form 990 reporting.

Customize programs, revenue sources, and allocations in PDFb2.

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