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Financial Planning

Help Holistic Kids Foundation improve their ability to predict the financial impact of changes in their funding and expenses, so that they can effectively plan for the future and avoid surprises.
Holistic Kids Foundation
Santa Monica, CA, USA
Holistic Kids Foundation
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Holistic Kids Foundation
Santa Monica, CA, USA

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Arts & culture
Skills
Finance

Posted May 8th

Financial Planning

Project details

What we need
  • An Excel spreadsheet custom-built specifically for the Organization's finances
  • Training on how to use the spreadsheet to understand the current financial situation and predict future states (e.g., plan for budget increases or decreases, hiring, and other key drivers)
Additional details

We are pushing 3 APPs projects, and we need the financial projections for this work. Basically, are the same structure projects, but just a tinny variable between them.

What we have in place
  • We currently have all the assets to build the WebApp, which should make it easy for you to get started. We also have and knowledge to understand all the steps for this project, and the ability to provide any other information you need.
How this will help
This project will save us $14,474 , allowing us to support more families and help more users on this specific "rare disease" category.

We are building these apps to make it easy accessibility to help more children and people with different diseases.

Project plan

P
Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with current accounting needs and practices, chart of accounts or operating budget, and financial statements currently being generated (e.g,. statement of financial position, statement of activities, or statement of cash flows)
  • Optional: If you are concerned about the sensitive nature of your financial data, have a volunteer sign a non-disclosure agreement
1
Milestone 1: Analysis & Recommendations
  • Professional analyzes current accounting system, and recommends improvements to data gathering, reporting, or implementation of new bookkeeping software
  • Volunteer Manager provides feedback which Professional incorporates
2
Milestone 2: Implementation
  • Professional helps the Volunteer Manager to implement recommendations
3
Milestone 3: Training
  • Professional trains Volunteer Manager on how to fully implement recommendations to ensure sustainability
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About the org

Holistic Kids Foundation
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Causes
Arts & culture Civil rights Health & nutrition
Posted by
Holistic K
Holistic K.

Foundation

Our mission

The purpose of the Foundation is to help and raise awareness through Alternative and Natural Activities (All Personalized), seminars, talks, which promote: Personal Growth, Physical and Emotional Support, Social Integration, Tolerance, a Different Style of Healthy Life and Nutrition, Promote Volunteering and the Protection of Human Rights.

"No disease or disability can limit YOUR SPIRIT"


Our Foundation is non-profit 501 (c 3), all donations are tax deductible.

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